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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
BTI
1026
Blue Trust Inc
Georgia
$1.91M
BWM
1027
Blossom Wealth Management
California
$1.91M
PG
1028
Patten Group
Tennessee
$1.91M
SH
1029
SLT Holdings
Arizona
$1.9M
RIA
1030
Realta Investment Advisors
Delaware
$1.9M
BBI
1031
Baxter Bros Inc
Connecticut
$1.88M
CWAF
1032
Core Wealth Advisors (Florida)
Florida
$1.88M
CGA
1033
Crescent Grove Advisors
Illinois
$1.87M
TFS
1034
truNorth Financial Services
Pennsylvania
$1.87M
SP
1035
Successful Portfolios
Florida
$1.87M
M
1036
MOTCO
Texas
$1.86M
AWS
1037
Alliance Wealth Strategies
Virginia
$1.86M
GC
1038
Granville Capital
North Carolina
$1.85M
EM
1039
Excalibur Management
Massachusetts
$1.85M
KMWM
1040
Keudell/Morrison Wealth Management
Oregon
$1.84M
BAG
1041
Bridgewealth Advisory Group
California
$1.84M
HGWM
1042
Horst & Graben Wealth Management
Oregon
$1.83M
BFA
1043
Bragg Financial Advisors
North Carolina
$1.82M
PCI
1044
Planning Center Inc
Illinois
$1.81M
CIC
1045
Cutler Investment Counsel
Oregon
$1.81M
MEAC
1046
M.E. Allison & Co
Texas
$1.8M
RMF
1047
Red Mountain Financial
Colorado
$1.8M
CFO
1048
Collective Family Office
Pennsylvania
$1.79M
TWA
1049
Talisman Wealth Advisors
New Jersey
$1.79M
VA
1050
Vident Advisory
Georgia
$1.77M