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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
1276
Insight Advisors
Pennsylvania
$1.08M
BHBT
1277
Burke & Herbert Bank & Trust
Virginia
$1.08M
RA
1278
Rockingstone Advisors
Massachusetts
$1.08M
SCA
1279
Sage Capital Advisors
South Dakota
$1.08M
CFFP
1280
Center for Financial Planning
Michigan
$1.08M
SB
1281
Simmons Bank
Arkansas
$1.08M
RF
1282
Roxbury Financial
New Jersey
$1.08M
BWIA
1283
Bryant Woods Investment Advisors
New York
$1.08M
I
1284
INVST
Indiana
$1.08M
TWM
1285
Trueblood Wealth Management
Ohio
$1.08M
ITIM
1286
Indiana Trust & Investment Management
Indiana
$1.07M
BRPW
1287
Ballast Rock Private Wealth
South Carolina
$1.07M
IWN
1288
Independent Wealth Network
Iowa
$1.07M
AA
1289
Armis Advisers
Georgia
$1.07M
CWM
1290
Collaborative Wealth Management
Florida
$1.06M
V
1291
VeraBank
Texas
$1.06M
CFGA
1292
Cambridge Financial Group (Arizona)
Arizona
$1.06M
LWM
1293
LongView Wealth Management
Georgia
$1.06M
MPW
1294
MA Private Wealth
California
$1.06M
GCA
1295
Gradient Capital Advisors
California
$1.06M
MWA
1296
Medallion Wealth Advisors
Connecticut
$1.06M
TWA
1297
Trace Wealth Advisors
California
$1.06M
JCM
1298
J2 Capital Management
Michigan
$1.06M
FB
1299
Fulton Bank
Pennsylvania
$1.06M
ORC
1300
O'Rourke & Company
Massachusetts
$1.05M