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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 132 funds opening new positions, 966 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: 47.57%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
Allspring Global Investments
1326
Allspring Global Investments
North Carolina
$994K
SIC
1327
Samalin Investment Counsel
New York
$993K
RWIA
1328
Roger Wittlin Investment Advisory
California
$993K
KCM
1329
Kathmere Capital Management
Pennsylvania
$993K
Neuberger Berman Group
1330
Neuberger Berman Group
New York
$990K
VC
1331
Vicus Capital
Pennsylvania
$990K
RWM
1332
Rockwood Wealth Management
Pennsylvania
$985K
UFA
1333
Unify Financial Advisors
Florida
$985K
CBA
1334
Coastal Bridge Advisors
Connecticut
$984K
PJSIMP
1335
P.J. Schmidt Investment Management (PJS)
Wisconsin
$981K
GT
1336
Greenleaf Trust
Michigan
$979K
PP
1337
Patten & Patten
Tennessee
$976K
MFA
1338
Morling Financial Advisors
California
$976K
SWA
1339
SFMG Wealth Advisors
Texas
$973K
KFAS
1340
Keating Financial Advisory Services
Kansas
$972K
CW
1341
Cedarwood Wealth
Colorado
$972K
LFS
1342
Legacy Financial Strategies
Kansas
$971K
MCA
1343
Millennium Capital Advisors
Arkansas
$971K
CNB
1344
Camden National Bank
Maine
$971K
AHC
1345
Anderson Hoagland & Co
Missouri
$967K
IWM
1346
Integris Wealth Management
California
$966K
BTW
1347
Boston Trust Walden
Massachusetts
$964K
BIG
1348
Brooklyn Investment Group
New York
$963K
RBCM
1349
Raub Brock Capital Management
California
$963K
AI
1350
Accredited Investors
Minnesota
$961K