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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
IA
101
Intellus Advisors
Florida
$48M
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$47.5M
AQR Capital Management
103
AQR Capital Management
Connecticut
$46.6M
EA
104
Eclectic Associates
California
$46M
CA
105
Cambridge Associates
Massachusetts
$44.8M
BIAS
106
Beacon Investment Advisory Services
New Jersey
$44.6M
Citigroup
107
Citigroup
New York
$43.3M
HFS
108
Howard Financial Services
Texas
$43.1M
EGA
109
E&G Advisors
Texas
$43.1M
CAWM
110
Capital Advisors Wealth Management
Washington
$43.1M
FFA
111
Farther Finance Advisors
California
$43M
ACM
112
Aurdan Capital Management
Pennsylvania
$42.9M
MFIM
113
Mesirow Financial Investment Management
Illinois
$42.4M
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$42.3M
PCIA
115
Prime Capital Investment Advisors
Kansas
$41.9M
CIA
116
Concurrent Investment Advisors
Florida
$41M
CWM
117
Connecticut Wealth Management
Connecticut
$40.8M
QCM
118
Quantinno Capital Management
New York
$40.2M
TCM
119
TD Capital Management
Tennessee
$40.2M
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.2M
WPA
121
West Paces Advisors
Georgia
$39.8M
BP
122
Ballentine Partners
Massachusetts
$39.8M
HI
123
Harbour Investments
Wisconsin
$39.4M
EW
124
Evoke Wealth
California
$39.3M
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$38.8M