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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
SP
1401
Sequent Planning
Nebraska
$861K
IFA
1402
Independence Financial Advisors
New Hampshire
$853K
TC
1403
Trilogy Capital
California
$853K
SWM
1404
Sendero Wealth Management
Texas
$846K
CICC
1405
Capital Investment Counsel (Colorado)
Colorado
$842K
GLR
1406
Great Lakes Retirement
Ohio
$841K
TWA
1407
TCI Wealth Advisors
Arizona
$840K
EC
1408
EdgeRock Capital
Colorado
$840K
GT
1409
Glenview Trust
Kentucky
$839K
AW
1410
Alteri Wealth
California
$839K
TTWM
1411
TCV Trust & Wealth Management
Virginia
$837K
PMFA
1412
Plante Moran Financial Advisors
Michigan
$836K
RWP
1413
Revolve Wealth Partners
New Jersey
$835K
Envestnet Portfolio Solutions
1414
Envestnet Portfolio Solutions
Illinois
$835K
NWA
1415
Northwest Wealth Advisors
Washington
$834K
3IP
1416
3Chopt Investment Partners
Virginia
$833K
LIA
1417
LBMC Investment Advisors
Tennessee
$828K
BI
1418
Bolthouse Investments
California
$827K
MTIC
1419
Missouri Trust & Investment Company
Missouri
$826K
BIM
1420
Bridges Investment Management
Nebraska
$825K
BPC
1421
Bearing Point Capital
Minnesota
$822K
BWMG
1422
Barnes Wealth Management Group
California
$822K
BRWA
1423
B. Riley Wealth Advisors
Florida
$821K
IB
1424
Intrust Bank
Kansas
$817K
LWA
1425
Lantern Wealth Advisors
New York
$816K