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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
EW
1751
Elyxium Wealth
California
$473K
CIA
1752
CCM Investment Advisers
South Carolina
$473K
OAP
1753
One Advisory Partners
Kansas
$472K
LKBC
1754
L.K. Benson & Company
Maryland
$468K
JWM
1755
JHP Wealth Management
Colorado
$467K
MWA
1756
MN Wealth Advisors
Kansas
$466K
AFS
1757
Access Financial Services
Minnesota
$466K
HW
1758
Hancock Whitney
Mississippi
$466K
SAM
1759
S.A. Mason
Michigan
$465K
I
1760
InvesTrust
Oklahoma
$465K
NL
1761
NVWM LLC
Pennsylvania
$465K
VAM
1762
Virtue Asset Management
Illinois
$463K
BAM
1763
Berkshire Asset Management
Pennsylvania
$462K
CAM
1764
Costello Asset Management
Pennsylvania
$462K
DFG
1765
Demars Financial Group
Washington
$461K
WF
1766
Welch & Forbes
Massachusetts
$461K
PAS
1767
PKS Advisory Services
New York
$461K
AT
1768
American Trust
Kentucky
$461K
CIA
1769
Cape Investment Advisory
Georgia
$457K
AWM
1770
Accurate Wealth Management
Florida
$457K
AFW
1771
Atlantic Family Wealth
Florida
$456K
DI
1772
Disciplined Investors
Texas
$455K
SEP
1773
Southland Equity Partners
Missouri
$454K
PPA
1774
Pacific Point Advisors
California
$454K
TAFW
1775
Tred Avon Family Wealth
Maryland
$450K