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Vanguard Dividend Appreciation ETF

2,510 hedge funds and large institutions have $46.1B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 976 increasing their positions, 933 reducing their positions, and 96 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:

4% less capital invested

Capital invested by funds: $48.1B → $46.1B (-$2.07B)

1.16% less ownership

Funds ownership: 47.64%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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
BI
1676
Beckerman Institutional
New Jersey
$557K
EFG
1677
Everest Financial Group
Minnesota
$554K
FWA
1678
FSM Wealth Advisors
Ohio
$551K
CFS
1679
Cannon Financial Strategists
Georgia
$549K
FWM
1680
ForthRight Wealth Management
Georgia
$549K
HCA
1681
Heck Capital Advisors
Wisconsin
$548K
MWM
1682
MBE Wealth Management
Wisconsin
$547K
DAS
1683
Daybright Advisory Services
Florida
$546K
NLWP
1684
Next Level Wealth Planning
Idaho
$544K
FFA
1685
First Foundation Advisors
California
$544K
BFS
1686
Beacon Financial Strategies
North Carolina
$542K
UWP
1687
Uniting Wealth Partners
Kansas
$542K
GHA
1688
Granite Harbor Advisors
Texas
$542K
DWM
1689
Darwin Wealth Management
Florida
$541K
RCI
1690
RS Crum Inc
California
$540K
BWG
1691
Balanced Wealth Group
Ohio
$539K
BAAM
1692
Baker Avenue Asset Management
California
$539K
BBPWM
1693
Blue Bell Private Wealth Management
Pennsylvania
$538K
BM
1694
Berman McAleer
Maryland
$537K
GIA
1695
Guyasuta Investment Advisors
Pennsylvania
$536K
BCG
1696
Breakwater Capital Group
New Jersey
$535K
EL
1697
EWA LLC
Pennsylvania
$534K
TCOO
1698
Trust Company of Oklahoma
Oklahoma
$532K
OAM
1699
Oak Asset Management
California
$532K
FFA
1700
Fragasso Financial Advisors
Pennsylvania
$532K