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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
IIA
1076
Integrity Investment Advisors
Colorado
$1.67M
TPW
1077
Turn8 Private Wealth
$1.66M
AF
1078
Advisornet Financial
Minnesota
$1.66M
SHGA
1079
Sand Hill Global Advisors
California
$1.66M
BF
1080
BOK Financial
Oklahoma
$1.66M
BCM
1081
Bienville Capital Management
New York
$1.64M
DWML
1082
Decker Wealth Management LLC
Tennessee
$1.64M
CAM
1083
Carret Asset Management
New York
$1.64M
TC
1084
TAGStone Capital
North Carolina
$1.64M
PCMM
1085
Piedmont Capital Management (Montana)
Montana
$1.64M
SS
1086
Sunbelt Securities
Texas
$1.64M
KLI
1087
Kelman-Lazarov Inc
Tennessee
$1.64M
BCI
1088
Brinker Capital Investments
Pennsylvania
$1.64M
FAG
1089
Fortitude Advisory Group
Washington
$1.63M
SEI Investments
1090
SEI Investments
Pennsylvania
$1.63M
BWM
1091
Birchcreek Wealth Management
Ohio
$1.62M
PWM
1092
Power Wealth Management
Georgia
$1.62M
CWMGP
1093
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.62M
AWM
1094
Avior Wealth Management
Nebraska
$1.62M
Invesco
1095
Invesco
Georgia
$1.61M
MWA
1096
Monograph Wealth Advisors
California
$1.59M
BFG
1097
Berger Financial Group
Minnesota
$1.58M
LSPW
1098
Lake Street Private Wealth
Illinois
$1.58M
AWA
1099
Asempa Wealth Advisors
Louisiana
$1.58M
TFM
1100
Trademark Financial Management
Minnesota
$1.58M