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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
WB
1251
Webster Bank
Connecticut
$1.14M
Qube Research & Technologies (QRT)
1252
Qube Research & Technologies (QRT)
United Kingdom
$1.14M
MLL
1253
Moody Lynn & Lieberson
Massachusetts
$1.14M
GDP
1254
Great Diamond Partners
Maine
$1.14M
BCMLT
1255
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.14M
SOWAS
1256
Silver Oak Wealth Advisors Services
California
$1.13M
B
1257
Bayban
Minnesota
$1.13M
GPCM
1258
Guardsman Private Capital Management
Florida
$1.13M
CA
1259
Continuum Advisory
Idaho
$1.12M
ML
1260
Mayport LLC
Massachusetts
$1.12M
WDG
1261
Wealth Dimensions Group
Ohio
$1.12M
CCG
1262
Cypress Capital Group
Florida
$1.12M
DDC
1263
DF Dent & Co
Maryland
$1.12M
NWMG
1264
National Wealth Management Group
Ohio
$1.12M
UWM
1265
Urban Wealth Management
California
$1.11M
MCRM
1266
Midway Capital Research & Management
Illinois
$1.11M
PCTC
1267
Perkins Coie Trust Company
Washington
$1.11M
PCIG
1268
Partners Capital Investment Group
Massachusetts
$1.1M
PMWMG
1269
Parr McKnight Wealth Management Group
Minnesota
$1.1M
MFWP
1270
Mosaic Family Wealth Partners
Missouri
$1.09M
KA
1271
Klingman & Associates
New York
$1.09M
USB
1272
Union Savings Bank
Connecticut
$1.09M
BH
1273
Burk Holdings
Oklahoma
$1.09M
FPGK
1274
Financial Partners Group (Kansas)
Kansas
$1.09M
AW
1275
Alchemi Wealth
Connecticut
$1.09M