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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
CTWM
1701
Cherry Tree Wealth Management
Minnesota
$532K
CIM
1702
Catalyst Investment Management
New Hampshire
$531K
SFG
1703
Strive Financial Group
Indiana
$531K
CWA
1704
Capital Wealth Alliance
Arizona
$530K
PPC
1705
Pennington Partners & Co
Maryland
$529K
CWG
1706
Cornerstone Wealth Group
North Carolina
$529K
CA
1707
Cannon Advisors
North Carolina
$529K
TVPW
1708
Third View Private Wealth
Connecticut
$526K
AOWM
1709
Alpha Omega Wealth Management
Virginia
$525K
JC
1710
JB Capital
Connecticut
$525K
IAP
1711
Indie Asset Partners
Indiana
$523K
IWA
1712
IBEX Wealth Advisors
New Jersey
$522K
NC
1713
North Capital
Utah
$521K
RSA
1714
River Street Advisors
Illinois
$521K
SF
1715
Seek First
California
$521K
UW
1716
Unique Wealth
Florida
$519K
CI
1717
CX Institutional
Indiana
$518K
IAS
1718
Integrity Advisory Solutions
Texas
$517K
BCM
1719
Brookmont Capital Management
Texas
$517K
PWM
1720
Paulson Wealth Management
Illinois
$516K
S
1721
Sachetta
Massachusetts
$515K
ABWM
1722
Alpine Bank Wealth Management
Colorado
$514K
CG
1723
Clarus Group
Texas
$513K
AGP
1724
Aspire Growth Partners
Florida
$512K
EGWAG
1725
Elwood & Goetz Wealth Advisory Group
Georgia
$512K