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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
CBA
1351
Coastal Bridge Advisors
Connecticut
$984K
PJSIMP
1352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$981K
GT
1353
Greenleaf Trust
Michigan
$979K
PP
1354
Patten & Patten
Tennessee
$976K
MFA
1355
Morling Financial Advisors
California
$976K
SWA
1356
SFMG Wealth Advisors
Texas
$973K
KFAS
1357
Keating Financial Advisory Services
Kansas
$972K
CW
1358
Cedarwood Wealth
Colorado
$972K
LFS
1359
Legacy Financial Strategies
Kansas
$971K
MCA
1360
Millennium Capital Advisors
Arkansas
$971K
CNB
1361
Camden National Bank
Maine
$971K
AHC
1362
Anderson Hoagland & Co
Missouri
$967K
IWM
1363
Integris Wealth Management
California
$966K
BTW
1364
Boston Trust Walden
Massachusetts
$964K
BIG
1365
Brooklyn Investment Group
New York
$963K
RBCM
1366
Raub Brock Capital Management
California
$963K
AI
1367
Accredited Investors
Minnesota
$961K
BWA
1368
BlueChip Wealth Advisors
Georgia
$961K
RFA
1369
RTD Financial Advisors
Pennsylvania
$960K
MIAS
1370
Mason Investment Advisory Services
Virginia
$959K
NDSI
1371
Newman Dignan & Sheerar Inc
Rhode Island
$956K
Millennium Management
1372
Millennium Management
New York
$955K
CFGW
1373
Chancellor Financial Group WB
Pennsylvania
$953K
WCP
1374
Wick Capital Partners
Pennsylvania
$952K
SMA
1375
Sage Mountain Advisors
Georgia
$951K