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Vanguard Dividend Appreciation ETF

2,510 hedge funds and large institutions have $46.1B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 976 increasing their positions, 933 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $48.1B → $46.1B (-$2.07B)

1.16% less ownership

Funds ownership: 47.64%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.6M
Puts
$12.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
901
BFSG LLC
California
$2.68M
SA
902
SRH Advisors
Kansas
$2.68M
7WCP
903
71 West Capital Partners
Massachusetts
$2.68M
OLA
904
Oliver Luxxe Assets
New Jersey
$2.67M
PAMG
905
Patton Albertson Miller Group
Tennessee
$2.66M
TBA
906
Tower Bridge Advisors
Pennsylvania
$2.66M
OCG
907
Opus Capital Group
Ohio
$2.66M
AIFAIM
908
American Institute for Advanced Investment Management
Arizona
$2.64M
JPLA
909
Joseph P. Lucia & Associates
New York
$2.64M
AWMT
910
AAFMAA Wealth Management & Trust
North Carolina
$2.64M
CCM
911
Charter Capital Management
Wisconsin
$2.63M
NSAM
912
North Star Asset Management
Wisconsin
$2.63M
VR
913
Vision Retirement
New Jersey
$2.63M
SFG
914
Sunburst Financial Group
Alabama
$2.63M
EWM
915
Evercore Wealth Management
New York
$2.62M
GC
916
Grimes & Company
Massachusetts
$2.62M
FCAS
917
First Command Advisory Services
Texas
$2.61M
PS
918
Principal Securities
Iowa
$2.6M
NMCM
919
Nicholson Meyer Capital Management
Missouri
$2.6M
BBFA
920
Brindle & Bay Financial Advisors
Texas
$2.57M
TFS
921
Thoroughbred Financial Services
Tennessee
$2.57M
FWI
922
Facet Wealth Inc
Maryland
$2.57M
AG
923
ASO Group
$2.56M
BC
924
Bulwark Capital
Florida
$2.55M
SIA
925
Sage Investment Advisers
New York
$2.55M