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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
PAS
76
Park Avenue Securities
New York
$74.4M
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$73.7M
BCM
78
Brookstone Capital Management
Illinois
$73.1M
BWFA
79
Baltimore-Washington Financial Advisors
Maryland
$70.2M
Wellington Management Group
80
Wellington Management Group
Massachusetts
$69.6M
US Bancorp
81
US Bancorp
Minnesota
$68.8M
NA
82
NewEdge Advisors
Louisiana
$68.8M
EH
83
Equitable Holdings
New York
$68.7M
PWP
84
Perfromance Wealth Partners
Illinois
$68.3M
RWP
85
RWA Wealth Partners
Massachusetts
$67.5M
PCMC
86
Paragon Capital Management (Colorado)
Colorado
$65M
PP
87
PDS Planning
Ohio
$60.9M
BMM
88
Berkshire Money Management
Massachusetts
$60.1M
AO
89
Advisor OS
Illinois
$59.4M
TLFA
90
True Link Financial Advisors
California
$58.8M
MA
91
MJP Associates
Connecticut
$57.7M
EK
92
Evensky & Katz
Florida
$56.2M
PWA
93
Provenance Wealth Advisors
Florida
$54.9M
WA
94
Wealth Architects
California
$54M
EA
95
Enclave Advisors
Texas
$53.1M
DADC
96
D.A. Davidson & Co
Montana
$52.7M
GI
97
GLOBALT Investments
Georgia
$52.3M
FFS
98
Founders Financial Securities
Maryland
$50.5M
Northern Trust
99
Northern Trust
Illinois
$49.5M
PWP
100
Principle Wealth Partners
Connecticut
$49M