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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
VFA
1126
Valeo Financial Advisors
Indiana
$1.49M
LSA
1127
Lansing Street Advisors
Pennsylvania
$1.49M
SCM
1128
Saxony Capital Management
Missouri
$1.49M
BA
1129
Bluesphere Advisors
Pennsylvania
$1.49M
EA
1130
Evergreen Advisors
Tennessee
$1.48M
DSC
1131
Duncker Streett & Co
Missouri
$1.48M
OCA
1132
Odyssey Capital Advisors
Pennsylvania
$1.48M
SFG
1133
Sovereign Financial Group
Connecticut
$1.47M
ESB
1134
Essex Savings Bank
Connecticut
$1.46M
BFO
1135
Biltmore Family Office
North Carolina
$1.46M
CWA
1136
Crux Wealth Advisors
California
$1.46M
PVAMC
1137
PPS&V Asset Management Consultants
Michigan
$1.45M
AWM
1138
Aries Wealth Management
Maine
$1.45M
EHC
1139
Everett Harris & Co
California
$1.45M
DRP
1140
Decker Retirement Planning
Utah
$1.44M
SLA
1141
Silver Lake Advisory
Utah
$1.44M
CFP
1142
Catalyst Financial Partners
Massachusetts
$1.44M
AEPWM
1143
Atlantic Edge Private Wealth Management
Florida
$1.44M
MWM
1144
Mascagni Wealth Management
Mississippi
$1.43M
GWCM
1145
Godshalk Welsh Capital Management
Pennsylvania
$1.43M
WCM
1146
Weik Capital Management
Pennsylvania
$1.42M
Fisher Asset Management
1147
Fisher Asset Management
Washington
$1.42M
ACM
1148
AUA Capital Management
Pennsylvania
$1.41M
MWAM
1149
Manhattan West Asset Management
California
$1.41M
FFM
1150
Forum Financial Management
Illinois
$1.41M