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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
BSTWA
1301
Blake Schutter Theil Wealth Advisors
Ohio
$1.05M
CWM
1302
Cranbrook Wealth Management
Michigan
$1.05M
GI
1303
GAMCO Investors
Connecticut
$1.04M
FVWA
1304
Foster Victor Wealth Advisors
South Carolina
$1.04M
GWM
1305
GSB Wealth Management
Connecticut
$1.04M
MCA
1306
Magnolia Capital Advisors
Mississippi
$1.03M
CCM
1307
Consolidated Capital Management
California
$1.03M
ARC
1308
Advisor Resource Council
Texas
$1.03M
CCMG
1309
Clark Capital Management Group
Pennsylvania
$1.02M
JCM
1310
Jag Capital Management
Missouri
$1.02M
NWM
1311
Northwest Wealth Management
Iowa
$1.01M
SAM
1312
Sawgrass Asset Management
Florida
$1.01M
CAMG
1313
CWA Asset Management Group
Florida
$1.01M
IA
1314
IFG Advisors
Missouri
$1.01M
RPC
1315
Rossmore Private Capital
Connecticut
$1.01M
BWG
1316
Beta Wealth Group
California
$1.01M
ALA
1317
Atlas Legacy Advisors
California
$1.01M
OAM
1318
Occidental Asset Management
California
$1.01M
AIA
1319
AssuredPartners Investment Advisors
Florida
$1M
APIM
1320
Agate Pass Investment Management
Washington
$1M
V
1321
ViaWealth
Kansas
$1M
CCM
1322
Canal Capital Management
Virginia
$999K
TC
1323
TownSquare Capital
Utah
$998K
MCM
1324
Maple Capital Management
Vermont
$994K
SRC
1325
Sage Rhino Capital
California
$994K