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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
CG
1701
Clarus Group
Texas
$513K
AGP
1702
Aspire Growth Partners
Florida
$512K
EGWAG
1703
Elwood & Goetz Wealth Advisory Group
Georgia
$512K
SWM
1704
Schwallier Wealth Management
Michigan
$512K
FWM
1705
Focused Wealth Management
New York
$512K
RTL
1706
Red Tortoise LLC
Georgia
$511K
TIM
1707
Tortoise Investment Management
New York
$511K
QWM
1708
Quadcap Wealth Management
Texas
$509K
AR
1709
Apeiron RIA
Texas
$508K
IWS
1710
Insight Wealth Strategies
California
$508K
SIM
1711
Stratos Investment Management
Ohio
$507K
SWA
1712
Sightline Wealth Advisors
Connecticut
$507K
Deutsche Bank
1713
Deutsche Bank
Germany
$505K
XT
1714
XTX Topco
Cayman Islands
$504K
KFI
1715
Key Financial Inc
Pennsylvania
$504K
WAM
1716
Walker Asset Management
Missouri
$504K
PWA
1717
Physician Wealth Advisors
Utah
$504K
LIWM
1718
Long Island Wealth Management
New York
$503K
SFG
1719
SageGuard Financial Group
Tennessee
$501K
AWM
1720
Abound Wealth Management
Tennessee
$500K
TFP
1721
Tilia Fiduciary Partners
North Carolina
$499K
MCM
1722
Mengis Capital Management
Oregon
$499K
OBGC
1723
O'Brien Greene & Co
Pennsylvania
$499K
MPI
1724
Mairs & Power Inc
Minnesota
$495K
FL
1725
FreeGulliver LLC
Louisiana
$495K