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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
CCMG
1326
Clark Capital Management Group
Pennsylvania
$1.02M
JCM
1327
Jag Capital Management
Missouri
$1.02M
NWM
1328
Northwest Wealth Management
Iowa
$1.01M
SAM
1329
Sawgrass Asset Management
Florida
$1.01M
CAMG
1330
CWA Asset Management Group
Florida
$1.01M
IA
1331
IFG Advisors
Missouri
$1.01M
RPC
1332
Rossmore Private Capital
Connecticut
$1.01M
BWG
1333
Beta Wealth Group
California
$1.01M
ALA
1334
Atlas Legacy Advisors
California
$1.01M
OAM
1335
Occidental Asset Management
California
$1.01M
AIA
1336
AssuredPartners Investment Advisors
Florida
$1M
APIM
1337
Agate Pass Investment Management
Washington
$1M
V
1338
ViaWealth
Kansas
$1M
CCM
1339
Canal Capital Management
Virginia
$999K
TC
1340
TownSquare Capital
Utah
$998K
MCM
1341
Maple Capital Management
Vermont
$994K
SRC
1342
Sage Rhino Capital
California
$994K
Allspring Global Investments
1343
Allspring Global Investments
North Carolina
$994K
SIC
1344
Samalin Investment Counsel
New York
$993K
RWIA
1345
Roger Wittlin Investment Advisory
California
$993K
KCM
1346
Kathmere Capital Management
Pennsylvania
$993K
Neuberger Berman Group
1347
Neuberger Berman Group
New York
$990K
VC
1348
Vicus Capital
Pennsylvania
$990K
RWM
1349
Rockwood Wealth Management
Pennsylvania
$985K
UFA
1350
Unify Financial Advisors
Florida
$985K