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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
FCIM
1451
Fairview Capital Investment Management
California
$783K
FRA
1452
Frank Rimerman Advisors
California
$783K
BWP
1453
BlueStem Wealth Partners
Minnesota
$781K
WI
1454
Westbourne Investments
Virginia
$776K
VPIM
1455
Vanguard Personalized Indexing Management
California
$776K
JJBC
1456
James J. Burns & Company
New York
$775K
ST
1457
Smithfield Trust
Pennsylvania
$772K
BIG
1458
Brookwood Investment Group
Arizona
$770K
TWG
1459
The Wealth Group
Minnesota
$768K
FAN
1460
Financial Advisors Network
California
$766K
PCM
1461
Prospera Capital Management
Arizona
$765K
CAAS
1462
Capital Asset Advisory Services
Michigan
$762K
OWP
1463
Obermeyer Wealth Partners
Colorado
$760K
RIM
1464
Rockbridge Investment Management
New York
$759K
NA
1465
Nautilus Advisors
California
$757K
HDIM
1466
Hanson & Doremus Investment Management
Vermont
$756K
SF
1467
Schaeffer Financial
Maryland
$756K
ACP
1468
Arcus Capital Partners
Georgia
$754K
TNBTD
1469
Trustmark National Bank Trust Department
Mississippi
$754K
SG
1470
Sherry Group
Arkansas
$753K
FA
1471
FF Advisors
California
$751K
FNWM
1472
Financial Network Wealth Management
Utah
$751K
LPT
1473
Legacy Private Trust
Wisconsin
$750K
SC
1474
Saiph Capital
New Jersey
$748K
LEFP
1475
Leading Edge Financial Planning
Tennessee
$747K