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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
JIC
1376
JRM Investment Counsel
Nebraska
$950K
PWG
1377
Portside Wealth Group
Utah
$948K
SAM
1378
Synergy Asset Management
Washington
$943K
HPC
1379
Hobart Private Capital
North Carolina
$942K
RWA
1380
Redhawk Wealth Advisors
Minnesota
$942K
WSFS
1381
Wilmington Savings Fund Society
Delaware
$940K
SAM
1382
Smithbridge Asset Management
Pennsylvania
$940K
PFA
1383
Pettinga Financial Advisors
Indiana
$935K
PMSA
1384
Patrick M. Sweeney & Associates
Illinois
$935K
FEG
1385
Financial Enhancement Group
Indiana
$934K
EF
1386
Empowered Funds
Pennsylvania
$931K
CNC
1387
Canandaigua National Corp
New York
$929K
WP
1388
Westmount Partners
California
$928K
AWP
1389
Ascent Wealth Partners
New York
$927K
FFWM
1390
Future Financial Wealth Management
Ohio
$921K
OCA
1391
OpenArc Corporate Advisory
Georgia
$916K
CWM
1392
Calamos Wealth Management
Illinois
$910K
Calamos Advisors
1393
Calamos Advisors
Illinois
$910K
TSS
1394
Two Sigma Securities
New York
$909K
BPWM
1395
Badgley Phelps Wealth Managers
Washington
$909K
HWA
1396
HighRoad Wealth Advisors
Oregon
$908K
AWM
1397
Aureum Wealth Management
Florida
$906K
MWM
1398
Melfa Wealth Management
Massachusetts
$905K
AP
1399
Appleton Partners
Massachusetts
$902K
AC
1400
Anson Capital
Georgia
$902K