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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
SWM
1726
Schwallier Wealth Management
Michigan
$512K
FWM
1727
Focused Wealth Management
New York
$512K
RTL
1728
Red Tortoise LLC
Georgia
$511K
TIM
1729
Tortoise Investment Management
New York
$511K
QWM
1730
Quadcap Wealth Management
Texas
$509K
AR
1731
Apeiron RIA
Texas
$508K
IWS
1732
Insight Wealth Strategies
California
$508K
SIM
1733
Stratos Investment Management
Ohio
$507K
SWA
1734
Sightline Wealth Advisors
Connecticut
$507K
Deutsche Bank
1735
Deutsche Bank
Germany
$505K
XT
1736
XTX Topco
Cayman Islands
$504K
KFI
1737
Key Financial Inc
Pennsylvania
$504K
WAM
1738
Walker Asset Management
Missouri
$504K
PWA
1739
Physician Wealth Advisors
Utah
$504K
LIWM
1740
Long Island Wealth Management
New York
$503K
SFG
1741
SageGuard Financial Group
Tennessee
$501K
AWM
1742
Abound Wealth Management
Tennessee
$500K
TFP
1743
Tilia Fiduciary Partners
North Carolina
$499K
MCM
1744
Mengis Capital Management
Oregon
$499K
OBGC
1745
O'Brien Greene & Co
Pennsylvania
$499K
MPI
1746
Mairs & Power Inc
Minnesota
$495K
FL
1747
FreeGulliver LLC
Louisiana
$495K
ACA
1748
American Capital Advisory
Idaho
$494K
FWM
1749
Fingerlakes Wealth Management
New York
$493K
OA
1750
Operose Advisors
Wisconsin
$493K