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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
SIM
151
Studio Investment Management
Illinois
$30.9M
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$30.6M
BWM
153
Buska Wealth Management
Wisconsin
$30.6M
CAL
154
Capital Advisors Ltd
Ohio
$30.5M
FCM
155
Firestone Capital Management
Florida
$30.4M
M&T Bank
156
M&T Bank
New York
$30M
KL
157
KilterHowling LLC
Colorado
$29.5M
TWC
158
TD Waterhouse Canada
Ontario, Canada
$29.2M
PMG
159
ProVise Management Group
Florida
$29.1M
RCA
160
Resonant Capital Advisors
Wisconsin
$28.8M
AT
161
Arlington Trust
Alabama
$28.5M
CSP
162
Cary Street Partners
Virginia
$28.4M
AM
163
AGF Management
Ontario, Canada
$27.7M
CCAM
164
Cascades Capital Asset Management
North Carolina
$27.6M
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$27.6M
EWA
166
EverSource Wealth Advisors
Alabama
$27.3M
SAMT
167
Select Asset Management & Trust
Pennsylvania
$26.8M
BCWM
168
Ball & Co Wealth Management
Tennessee
$26.7M
CWAG
169
Compton Wealth Advisory Group
Virginia
$26.7M
SC
170
Scotia Capital
Ontario, Canada
$26.5M
GFL
171
Granite FO LLC
New Hampshire
$26.1M
SWP
172
Stratos Wealth Partners
Ohio
$25.9M
BlackRock
173
BlackRock
New York
$25.6M
LPAM
174
Lodestar Private Asset Management
California
$25.6M
NIM
175
Northeast Investment Management
Massachusetts
$25.5M