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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 133 funds opening new positions, 965 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: 47.56%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
SCM
1476
Sage Capital Management
New Jersey
$747K
TCM
1477
Telos Capital Management
California
$745K
RCM
1478
Radnor Capital Management
Pennsylvania
$744K
BZWA
1479
Blue Zone Wealth Advisors
California
$741K
AWA
1480
Adapt Wealth Advisors
Georgia
$740K
BOJHT
1481
Bank of Jackson Hole Trust
Wyoming
$740K
FGC
1482
First Growth Capital
Maryland
$739K
NA
1483
Nordwand Advisors
Pennsylvania
$738K
TBWA
1484
Three Bridge Wealth Advisors
California
$737K
W
1485
Wealthquest
Ohio
$737K
GBT
1486
Grove Bank & Trust
Florida
$736K
CAM
1487
Clark Asset Management
New Hampshire
$734K
CWM
1488
CCG Wealth Management
California
$733K
AG
1489
AlTi Global
New York
$732K
BCM
1490
Boltwood Capital Management
California
$731K
FGA
1491
Fortis Group Advisors
New Jersey
$730K
KWM
1492
Koa Wealth Management
California
$729K
ATC
1493
Advantage Trust Company
Kansas
$729K
ERIC
1494
Eagle Rock Investment Company
Georgia
$727K
DWA
1495
Delap Wealth Advisory
Oregon
$725K
SAM
1496
SVRN Asset Management
Texas
$725K
PHWM
1497
Pine Harbor Wealth Management
Maryland
$724K
VNA
1498
Valley National Advisers
Pennsylvania
$723K
BWM
1499
BCS Wealth Management
Tennessee
$722K
BMWM
1500
Brown Miller Wealth Management
Virginia
$721K