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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
UBS AM
101
UBS AM
Illinois
$48.9M
NFW
102
Noble Family Wealth
Florida
$48.3M
IA
103
Intellus Advisors
Florida
$48M
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$47.5M
AQR Capital Management
105
AQR Capital Management
Connecticut
$46.6M
EA
106
Eclectic Associates
California
$46M
CA
107
Cambridge Associates
Massachusetts
$44.8M
BIAS
108
Beacon Investment Advisory Services
New Jersey
$44.6M
Citigroup
109
Citigroup
New York
$43.3M
HFS
110
Howard Financial Services
Texas
$43.1M
EGA
111
E&G Advisors
Texas
$43.1M
CAWM
112
Capital Advisors Wealth Management
Washington
$43.1M
FFA
113
Farther Finance Advisors
California
$43M
ACM
114
Aurdan Capital Management
Pennsylvania
$42.9M
MFIM
115
Mesirow Financial Investment Management
Illinois
$42.4M
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$42.3M
PCIA
117
Prime Capital Investment Advisors
Kansas
$41.9M
CIA
118
Concurrent Investment Advisors
Florida
$41M
CWM
119
Connecticut Wealth Management
Connecticut
$40.8M
QCM
120
Quantinno Capital Management
New York
$40.2M
TCM
121
TD Capital Management
Tennessee
$40.2M
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.2M
WPA
123
West Paces Advisors
Georgia
$39.8M
BP
124
Ballentine Partners
Massachusetts
$39.8M
HI
125
Harbour Investments
Wisconsin
$39.4M