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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
KOMWMG
1201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M
TIP
1202
Tandem Investment Partners
New Jersey
$1.26M
TWM
1203
Trevian Wealth Management
Massachusetts
$1.25M
RCG
1204
Ridge Creek Global
Ohio
$1.25M
PMG
1205
Private Management Group
California
$1.25M
RIG
1206
RiverFront Investment Group
Virginia
$1.25M
LC
1207
LCNB Corp
Ohio
$1.25M
LWM
1208
Luminvest Wealth Management
Arizona
$1.25M
AWP
1209
Abacus Wealth Partners
California
$1.24M
OCM
1210
Objective Capital Management
Ohio
$1.24M
RFW
1211
Redwood Family Wealth
Texas
$1.24M
FFO
1212
Fiduciary Family Office
Florida
$1.24M
OWM
1213
Orgel Wealth Management
Wisconsin
$1.24M
LRIA
1214
Leonard Rickey Investment Advisors
Washington
$1.23M
CF
1215
Convergence Financial
Missouri
$1.23M
GS
1216
GTS Securities
New York
$1.23M
RF
1217
Rossby Financial
Florida
$1.22M
AllianceBernstein
1218
AllianceBernstein
Tennessee
$1.22M
FG
1219
Fiduciary Group
Georgia
$1.22M
FRA
1220
Front Row Advisors
California
$1.22M
SPWM
1221
Schrum Private Wealth Management
Florida
$1.22M
GCM
1222
Gallacher Capital Management
Colorado
$1.22M
RW
1223
RVW Wealth
California
$1.21M
WIP
1224
WealthCare Investment Partners
Rhode Island
$1.21M
EFL
1225
ERn Financial LLC
Wisconsin
$1.21M