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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
KIM
1076
Kane Investment Management
California
$1.72M
SG
1077
Stanich Group
New York
$1.71M
AWA
1078
ARQ Wealth Advisors
Arizona
$1.71M
TIA
1079
Traphagen Investment Advisors
New Jersey
$1.7M
MPCA
1080
Madison Park Capital Advisors
Washington
$1.7M
LFG
1081
Larson Financial Group
Missouri
$1.69M
MF
1082
Midwestern Financial
Iowa
$1.68M
SIS
1083
Strategic Investment Solutions
Illinois
$1.68M
IWA
1084
Inspirion Wealth Advisors
Illinois
$1.68M
BWM
1085
BNC Wealth Management
Oregon
$1.68M
TH
1086
Team Hewins
California
$1.68M
SFG
1087
SNS Financial Group
Minnesota
$1.68M
WA
1088
WBH Advisory
Maryland
$1.67M
IIA
1089
Integrity Investment Advisors
Colorado
$1.67M
TPW
1090
Turn8 Private Wealth
$1.66M
AF
1091
Advisornet Financial
Minnesota
$1.66M
SHGA
1092
Sand Hill Global Advisors
California
$1.66M
BF
1093
BOK Financial
Oklahoma
$1.66M
BCM
1094
Bienville Capital Management
New York
$1.64M
DWML
1095
Decker Wealth Management LLC
Tennessee
$1.64M
CAM
1096
Carret Asset Management
New York
$1.64M
TC
1097
TAGStone Capital
North Carolina
$1.64M
PCMM
1098
Piedmont Capital Management (Montana)
Montana
$1.64M
SS
1099
Sunbelt Securities
Texas
$1.64M
KLI
1100
Kelman-Lazarov Inc
Tennessee
$1.64M