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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
HTWM
1126
Hartmann Taylor Wealth Management
Texas
$1.54M
XF
1127
XML Financial
Maryland
$1.53M
CCG
1128
Catalina Capital Group
California
$1.53M
IIC
1129
Ironwood Investment Counsel
Arizona
$1.53M
CFS
1130
Compass Financial Services
Iowa
$1.52M
EPM
1131
Elm Partners Management
Pennsylvania
$1.52M
WB
1132
WesBanco Bank
West Virginia
$1.52M
CFO
1133
Callan Family Office
Pennsylvania
$1.51M
CKAIS
1134
Christensen King & Associates Investment Services
Washington
$1.5M
TFO
1135
Tarbox Family Office
California
$1.5M
MSWA
1136
Marshall & Sterling Wealth Advisors
New York
$1.5M
TAM
1137
Townsend Asset Management
North Carolina
$1.5M
WFM
1138
Wolff Financial Management
Michigan
$1.5M
VFA
1139
Valeo Financial Advisors
Indiana
$1.49M
LSA
1140
Lansing Street Advisors
Pennsylvania
$1.49M
SCM
1141
Saxony Capital Management
Missouri
$1.49M
BA
1142
Bluesphere Advisors
Pennsylvania
$1.49M
EA
1143
Evergreen Advisors
Tennessee
$1.48M
DSC
1144
Duncker Streett & Co
Missouri
$1.48M
OCA
1145
Odyssey Capital Advisors
Pennsylvania
$1.48M
SFG
1146
Sovereign Financial Group
Connecticut
$1.47M
ESB
1147
Essex Savings Bank
Connecticut
$1.46M
BFO
1148
Biltmore Family Office
North Carolina
$1.46M
CWA
1149
Crux Wealth Advisors
California
$1.46M
PVAMC
1150
PPS&V Asset Management Consultants
Michigan
$1.45M