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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
Calamos Advisors
1376
Calamos Advisors
Illinois
$910K
TSS
1377
Two Sigma Securities
New York
$909K
BPWM
1378
Badgley Phelps Wealth Managers
Washington
$909K
HWA
1379
HighRoad Wealth Advisors
Oregon
$908K
AWM
1380
Aureum Wealth Management
Florida
$906K
MWM
1381
Melfa Wealth Management
Massachusetts
$905K
AP
1382
Appleton Partners
Massachusetts
$902K
AC
1383
Anson Capital
Georgia
$902K
CMAI
1384
Capital Management Associates Inc
Minnesota
$901K
VDI
1385
Vaughan David Investments
Illinois
$893K
SIAP
1386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$892K
WH
1387
Willner & Heller
California
$891K
TA
1388
TruWealth Advisors
Louisiana
$888K
AAM
1389
Aureus Asset Management
Massachusetts
$887K
LA
1390
Legacy Advisors
Pennsylvania
$883K
MPWT
1391
MassMutual Private Wealth & Trust
Connecticut
$883K
CA
1392
CoreCap Advisors
Michigan
$879K
CFB
1393
Cullen/Frost Bankers
Texas
$879K
FB
1394
First Bancorp
Maine
$877K
VDBMI
1395
Van Den Berg Management I
Texas
$874K
LFS
1396
Lutz Financial Services
Nebraska
$871K
CHWM
1397
Cauble & Harre Wealth Management
Missouri
$867K
BBA
1398
BLB&B Advisors
Pennsylvania
$865K
LCM
1399
LVM Capital Management
Michigan
$864K
TSMHT
1400
Thurston Springer Miller Herd & Titak
Indiana
$864K