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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
ASBI
1201
American State Bank (Iowa)
Iowa
$1.29M
AI
1202
Atria Investments
North Carolina
$1.29M
AWM
1203
Angeles Wealth Management
California
$1.29M
DWA
1204
Douglass Winthrop Advisors
New York
$1.29M
Barclays
1205
Barclays
United Kingdom
$1.28M
BPAMU
1206
BTG Pactual Asset Management US
New York
$1.28M
CFA
1207
Churchill Financial Advisors
Kentucky
$1.28M
EL
1208
Essex LLC
Illinois
$1.28M
LFS
1209
Littlejohn Financial Services
Oregon
$1.27M
CFD
1210
Creative Financial Designs
Indiana
$1.27M
TW
1211
Towerpoint Wealth
California
$1.27M
HAM
1212
Harmony Asset Management
Arizona
$1.27M
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$1.27M
SC
1214
Sepio Capital
Utah
$1.27M
KOMWMG
1215
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M
TIP
1216
Tandem Investment Partners
New Jersey
$1.26M
TWM
1217
Trevian Wealth Management
Massachusetts
$1.25M
RCG
1218
Ridge Creek Global
Ohio
$1.25M
PMG
1219
Private Management Group
California
$1.25M
RIG
1220
RiverFront Investment Group
Virginia
$1.25M
LC
1221
LCNB Corp
Ohio
$1.25M
LWM
1222
Luminvest Wealth Management
Arizona
$1.25M
AWP
1223
Abacus Wealth Partners
California
$1.24M
OCM
1224
Objective Capital Management
Ohio
$1.24M
RFW
1225
Redwood Family Wealth
Texas
$1.24M