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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
SM
1026
Sweeney & Michel
California
$1.97M
PBF
1027
Petix & Botte Financial
California
$1.97M
VFIC
1028
Valley Forge Investment Consultants
Pennsylvania
$1.97M
RRA
1029
Round Rock Advisors
Connecticut
$1.97M
SIG
1030
Spinnaker Investment Group
California
$1.97M
SWM
1031
Silverlake Wealth Management
Vermont
$1.97M
CAI
1032
Capital Advisors Inc
Oklahoma
$1.96M
VA
1033
Valor Advisors
Florida
$1.95M
PWM
1034
Peck Wealth Management
New York
$1.94M
FCA
1035
Fortis Capital Advisors
Kansas
$1.93M
RI
1036
Ridgewood Investments
New Jersey
$1.93M
NRW
1037
Nova R Wealth
Kansas
$1.93M
LA
1038
LexAurum Advisors
Kansas
$1.92M
BTI
1039
Blue Trust Inc
Georgia
$1.91M
BWM
1040
Blossom Wealth Management
California
$1.91M
PG
1041
Patten Group
Tennessee
$1.91M
SH
1042
SLT Holdings
Arizona
$1.9M
RIA
1043
Realta Investment Advisors
Delaware
$1.9M
BBI
1044
Baxter Bros Inc
Connecticut
$1.88M
CWAF
1045
Core Wealth Advisors (Florida)
Florida
$1.88M
CGA
1046
Crescent Grove Advisors
Illinois
$1.87M
TFS
1047
truNorth Financial Services
Pennsylvania
$1.87M
SP
1048
Successful Portfolios
Florida
$1.87M
M
1049
MOTCO
Texas
$1.86M
AWS
1050
Alliance Wealth Strategies
Virginia
$1.86M