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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
TCOO
1676
Trust Company of Oklahoma
Oklahoma
$532K
OAM
1677
Oak Asset Management
California
$532K
FFA
1678
Fragasso Financial Advisors
Pennsylvania
$532K
CTWM
1679
Cherry Tree Wealth Management
Minnesota
$532K
CIM
1680
Catalyst Investment Management
New Hampshire
$531K
SFG
1681
Strive Financial Group
Indiana
$531K
CWA
1682
Capital Wealth Alliance
Arizona
$530K
PPC
1683
Pennington Partners & Co
Maryland
$529K
CWG
1684
Cornerstone Wealth Group
North Carolina
$529K
CA
1685
Cannon Advisors
North Carolina
$529K
TVPW
1686
Third View Private Wealth
Connecticut
$526K
AOWM
1687
Alpha Omega Wealth Management
Virginia
$525K
JC
1688
JB Capital
Connecticut
$525K
IAP
1689
Indie Asset Partners
Indiana
$523K
IWA
1690
IBEX Wealth Advisors
New Jersey
$522K
NC
1691
North Capital
Utah
$521K
RSA
1692
River Street Advisors
Illinois
$521K
SF
1693
Seek First
California
$521K
UW
1694
Unique Wealth
Florida
$519K
CI
1695
CX Institutional
Indiana
$518K
IAS
1696
Integrity Advisory Solutions
Texas
$517K
BCM
1697
Brookmont Capital Management
Texas
$517K
PWM
1698
Paulson Wealth Management
Illinois
$516K
S
1699
Sachetta
Massachusetts
$515K
ABWM
1700
Alpine Bank Wealth Management
Colorado
$514K