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Vanguard Dividend Appreciation ETF

2,482 hedge funds and large institutions have $45.7B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 965 increasing their positions, 922 reducing their positions, and 97 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:

5% less capital invested

Capital invested by funds: $48.1B → $45.7B (-$2.32B)

1.42% less ownership

Funds ownership: 47.56%46.15% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 272261 (-11)

Holders
2,482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
261
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
RGC
926
Roberts, Glore & Co
Illinois
$2.46M
EWA
927
EQ Wealth Advisors
Texas
$2.45M
SLWM
928
Stone Loft Wealth Management
Pennsylvania
$2.45M
CT
929
Colonial Trust
South Carolina
$2.44M
CAC
930
Certified Advisory Corp
Florida
$2.43M
WCP
931
Wealthcare Capital Partners
Pennsylvania
$2.43M
AAA
932
Andrews Advisory Associates
Hawaii
$2.42M
MAM
933
Madison Asset Management
Wisconsin
$2.42M
EWP
934
Equity Wealth Partners
Missouri
$2.42M
AWA
935
Amplius Wealth Advisors
Pennsylvania
$2.42M
CWWM
936
Clear Wave Wealth Management
New Jersey
$2.42M
PGWM
937
Pitti Group Wealth Management
New York
$2.42M
LA
938
Latitude Advisors
Florida
$2.41M
HCM
939
Hicks Capital Management
Ohio
$2.4M
EAM
940
Evanson Asset Management
California
$2.4M
TCM
941
Tandem Capital Management
New Jersey
$2.4M
CLIP
942
Colter Lewis Investment Partners
Connecticut
$2.4M
WJWM
943
Williams Jones Wealth Management
New York
$2.38M
DWAM
944
Duncan Williams Asset Management
Tennessee
$2.37M
AssetMark Inc
945
AssetMark Inc
California
$2.37M
BB
946
Berkshire Bank
Massachusetts
$2.36M
RMCM
947
Reynders McVeigh Capital Management
Massachusetts
$2.34M
VHAM
948
Van Hulzen Asset Management
California
$2.34M
WAM
949
WNY Asset Management
New York
$2.31M
FA
950
FC Advisory
Pennsylvania
$2.31M