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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
BCI
1101
Brinker Capital Investments
Pennsylvania
$1.64M
FAG
1102
Fortitude Advisory Group
Washington
$1.63M
SEI Investments
1103
SEI Investments
Pennsylvania
$1.63M
BWM
1104
Birchcreek Wealth Management
Ohio
$1.62M
PWM
1105
Power Wealth Management
Georgia
$1.62M
CWMGP
1106
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.62M
AWM
1107
Avior Wealth Management
Nebraska
$1.62M
Invesco
1108
Invesco
Georgia
$1.61M
MWA
1109
Monograph Wealth Advisors
California
$1.59M
BFG
1110
Berger Financial Group
Minnesota
$1.58M
LSPW
1111
Lake Street Private Wealth
Illinois
$1.58M
AWA
1112
Asempa Wealth Advisors
Louisiana
$1.58M
TFM
1113
Trademark Financial Management
Minnesota
$1.58M
FAB
1114
First American Bank
Illinois
$1.58M
NFG
1115
Nadler Financial Group
Illinois
$1.58M
MWM
1116
MOR Wealth Management
Pennsylvania
$1.57M
AWA
1117
Arbor Wealth Advisors
Michigan
$1.57M
RFP
1118
Root Financial Partners
California
$1.57M
NWA
1119
Navis Wealth Advisors
New York
$1.57M
MA
1120
MONECO Advisors
Connecticut
$1.56M
MAM
1121
Mystic Asset Management
Rhode Island
$1.56M
AAS
1122
Asset Allocation Strategies
Michigan
$1.56M
IP
1123
Integras Partners
Georgia
$1.55M
VCM
1124
Vivaldi Capital Management
Illinois
$1.55M
DC
1125
Darrow Company
Massachusetts
$1.55M