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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
PE
1651
PCM Encore
Colorado
$558K
CWP
1652
Cyndeo Wealth Partners
Florida
$558K
CAM
1653
Covenant Asset Management
New Jersey
$558K
BI
1654
Beckerman Institutional
New Jersey
$557K
EFG
1655
Everest Financial Group
Minnesota
$554K
FWA
1656
FSM Wealth Advisors
Ohio
$551K
CFS
1657
Cannon Financial Strategists
Georgia
$549K
FWM
1658
ForthRight Wealth Management
Georgia
$549K
HCA
1659
Heck Capital Advisors
Wisconsin
$548K
MWM
1660
MBE Wealth Management
Wisconsin
$547K
DAS
1661
Daybright Advisory Services
Florida
$546K
NLWP
1662
Next Level Wealth Planning
Idaho
$544K
FFA
1663
First Foundation Advisors
California
$544K
BFS
1664
Beacon Financial Strategies
North Carolina
$542K
UWP
1665
Uniting Wealth Partners
Kansas
$542K
GHA
1666
Granite Harbor Advisors
Texas
$542K
DWM
1667
Darwin Wealth Management
Florida
$541K
RCI
1668
RS Crum Inc
California
$540K
BWG
1669
Balanced Wealth Group
Ohio
$539K
BAAM
1670
Baker Avenue Asset Management
California
$539K
BBPWM
1671
Blue Bell Private Wealth Management
Pennsylvania
$538K
BM
1672
Berman McAleer
Maryland
$537K
GIA
1673
Guyasuta Investment Advisors
Pennsylvania
$536K
BCG
1674
Breakwater Capital Group
New Jersey
$535K
EL
1675
EWA LLC
Pennsylvania
$534K