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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
FAB
1101
First American Bank
Illinois
$1.58M
NFG
1102
Nadler Financial Group
Illinois
$1.58M
MWM
1103
MOR Wealth Management
Pennsylvania
$1.57M
AWA
1104
Arbor Wealth Advisors
Michigan
$1.57M
RFP
1105
Root Financial Partners
California
$1.57M
NWA
1106
Navis Wealth Advisors
New York
$1.57M
MA
1107
MONECO Advisors
Connecticut
$1.56M
MAM
1108
Mystic Asset Management
Rhode Island
$1.56M
AAS
1109
Asset Allocation Strategies
Michigan
$1.56M
IP
1110
Integras Partners
Georgia
$1.55M
VCM
1111
Vivaldi Capital Management
Illinois
$1.55M
DC
1112
Darrow Company
Massachusetts
$1.55M
HTWM
1113
Hartmann Taylor Wealth Management
Texas
$1.54M
XF
1114
XML Financial
Maryland
$1.53M
CCG
1115
Catalina Capital Group
California
$1.53M
IIC
1116
Ironwood Investment Counsel
Arizona
$1.53M
CFS
1117
Compass Financial Services
Iowa
$1.52M
EPM
1118
Elm Partners Management
Pennsylvania
$1.52M
WB
1119
WesBanco Bank
West Virginia
$1.52M
CFO
1120
Callan Family Office
Pennsylvania
$1.51M
CKAIS
1121
Christensen King & Associates Investment Services
Washington
$1.5M
TFO
1122
Tarbox Family Office
California
$1.5M
MSWA
1123
Marshall & Sterling Wealth Advisors
New York
$1.5M
TAM
1124
Townsend Asset Management
North Carolina
$1.5M
WFM
1125
Wolff Financial Management
Michigan
$1.5M