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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
JCFM
1576
JBR Co Financial Management
Oklahoma
$630K
AWM
1577
Able Wealth Management
New Jersey
$627K
YIA
1578
YHB Investment Advisors
Connecticut
$626K
CGPCS
1579
Capital Group Private Client Services
California
$625K
BIM
1580
Baldwin Investment Management
Pennsylvania
$625K
EWM
1581
Elevatus Welath Management
New York
$624K
CMP
1582
Christine Messmer PC
Pennsylvania
$623K
WTFG
1583
Wood Tarver Financial Group
Idaho
$621K
HAIM
1584
Hunter Associates Investment Management
Pennsylvania
$621K
SFP
1585
Sterling Financial Planning
New Jersey
$621K
VIM
1586
Vista Investment Management
Pennsylvania
$620K
DIA
1587
Dana Investment Advisors
Wisconsin
$619K
CNC
1588
Citizens & Northern Corp
Pennsylvania
$616K
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
$616K
B
1590
Bensler
Washington
$616K
FIC
1591
FCG Investment Company
Tennessee
$615K
GWS
1592
Glassman Wealth Services
Virginia
$614K
SPF
1593
South Plains Financial
Texas
$614K
SFC
1594
SYM Financial Corp
Indiana
$611K
CVA
1595
Central Valley Advisors
California
$610K
DC
1596
Dahring Cusmano
Michigan
$609K
LWA
1597
LifeGoal Wealth Advisors
New York
$607K
ABLA
1598
Alan B. Lancz & Associates
Ohio
$606K
DA
1599
Dover Advisors
Virginia
$605K
HIC
1600
Holderness Investments Company
North Carolina
$605K