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Vanguard Dividend Appreciation ETF

2,510 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, 976 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%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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
WDG
1276
Wealth Dimensions Group
Ohio
$1.12M
CCG
1277
Cypress Capital Group
Florida
$1.12M
DDC
1278
DF Dent & Co
Maryland
$1.12M
NWMG
1279
National Wealth Management Group
Ohio
$1.12M
UWM
1280
Urban Wealth Management
California
$1.11M
MCRM
1281
Midway Capital Research & Management
Illinois
$1.11M
PCTC
1282
Perkins Coie Trust Company
Washington
$1.11M
PCIG
1283
Partners Capital Investment Group
Massachusetts
$1.1M
PMWMG
1284
Parr McKnight Wealth Management Group
Minnesota
$1.1M
MFWP
1285
Mosaic Family Wealth Partners
Missouri
$1.09M
KA
1286
Klingman & Associates
New York
$1.09M
USB
1287
Union Savings Bank
Connecticut
$1.09M
BH
1288
Burk Holdings
Oklahoma
$1.09M
FPGK
1289
Financial Partners Group (Kansas)
Kansas
$1.09M
AW
1290
Alchemi Wealth
Connecticut
$1.09M
IA
1291
Insight Advisors
Pennsylvania
$1.08M
BHBT
1292
Burke & Herbert Bank & Trust
Virginia
$1.08M
RA
1293
Rockingstone Advisors
Massachusetts
$1.08M
SCA
1294
Sage Capital Advisors
South Dakota
$1.08M
CFFP
1295
Center for Financial Planning
Michigan
$1.08M
SB
1296
Simmons Bank
Arkansas
$1.08M
RF
1297
Roxbury Financial
New Jersey
$1.08M
BWIA
1298
Bryant Woods Investment Advisors
New York
$1.08M
I
1299
INVST
Indiana
$1.08M
TWM
1300
Trueblood Wealth Management
Ohio
$1.08M