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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
GC
1051
Granville Capital
North Carolina
$1.85M
EM
1052
Excalibur Management
Massachusetts
$1.85M
KMWM
1053
Keudell/Morrison Wealth Management
Oregon
$1.84M
BAG
1054
Bridgewealth Advisory Group
California
$1.84M
HGWM
1055
Horst & Graben Wealth Management
Oregon
$1.83M
BFA
1056
Bragg Financial Advisors
North Carolina
$1.82M
PCI
1057
Planning Center Inc
Illinois
$1.81M
CIC
1058
Cutler Investment Counsel
Oregon
$1.81M
MEAC
1059
M.E. Allison & Co
Texas
$1.8M
RMF
1060
Red Mountain Financial
Colorado
$1.8M
CFO
1061
Collective Family Office
Pennsylvania
$1.79M
TWA
1062
Talisman Wealth Advisors
New Jersey
$1.79M
VA
1063
Vident Advisory
Georgia
$1.77M
EB
1064
Eastern Bank
Massachusetts
$1.77M
CC
1065
Chicago Capital
Illinois
$1.76M
KCFA
1066
Key Client Fiduciary Advisors
New Jersey
$1.76M
FCH
1067
Freestone Capital Holdings
Washington
$1.75M
MHIC
1068
Marble Harbor Investment Counsel
Massachusetts
$1.75M
ISWM
1069
Independent Solutions Wealth Management
New York
$1.74M
CH
1070
CDKV Holdings
Colorado
$1.74M
ICP
1071
Impact Capital Partners
Colorado
$1.74M
JIP
1072
Jaffetilchin Investment Partners
Florida
$1.74M
WMG
1073
WESCAP Management Group
California
$1.74M
ONSWM
1074
Old North State Wealth Management
North Carolina
$1.74M
CPC
1075
Consolidated Planning Corp
Georgia
$1.73M