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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
ITIM
1301
Indiana Trust & Investment Management
Indiana
$1.07M
BRPW
1302
Ballast Rock Private Wealth
South Carolina
$1.07M
IWN
1303
Independent Wealth Network
Iowa
$1.07M
AA
1304
Armis Advisers
Georgia
$1.07M
SFWA
1305
Summit Financial Wealth Advisors
Louisiana
$1.07M
CWM
1306
Collaborative Wealth Management
Florida
$1.06M
V
1307
VeraBank
Texas
$1.06M
CFGA
1308
Cambridge Financial Group (Arizona)
Arizona
$1.06M
LWM
1309
LongView Wealth Management
Georgia
$1.06M
MPW
1310
MA Private Wealth
California
$1.06M
GCA
1311
Gradient Capital Advisors
California
$1.06M
MWA
1312
Medallion Wealth Advisors
Connecticut
$1.06M
TWA
1313
Trace Wealth Advisors
California
$1.06M
JCM
1314
J2 Capital Management
Michigan
$1.06M
FB
1315
Fulton Bank
Pennsylvania
$1.06M
ORC
1316
O'Rourke & Company
Massachusetts
$1.05M
BSTWA
1317
Blake Schutter Theil Wealth Advisors
Ohio
$1.05M
CWM
1318
Cranbrook Wealth Management
Michigan
$1.05M
GI
1319
GAMCO Investors
Connecticut
$1.04M
FVWA
1320
Foster Victor Wealth Advisors
South Carolina
$1.04M
GWM
1321
GSB Wealth Management
Connecticut
$1.04M
MCA
1322
Magnolia Capital Advisors
Mississippi
$1.03M
CCM
1323
Consolidated Capital Management
California
$1.03M
ARC
1324
Advisor Resource Council
Texas
$1.03M
HW
1325
Hamilton Wealth
California
$1.03M