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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
HCM
1776
HMS Capital Management
Tennessee
$450K
PWG
1777
Private Wealth Group
Florida
$450K
SWP
1778
Stone Wealth Partners
Louisiana
$450K
CRWM
1779
Castle Rock Wealth Management
California
$449K
TWP
1780
Triad Wealth Partners
Kansas
$449K
HWP
1781
Hibernia Wealth Partners
Louisiana
$449K
DTC
1782
Davidson Trust Company
Washington
$446K
GHAM
1783
Gilman Hill Asset Management
Connecticut
$445K
CCA
1784
Clarity Capital Advisors
Florida
$445K
TC
1785
Trust Company
Kansas
$445K
LWM
1786
Liberty Wealth Management
California
$444K
PWM
1787
Palumbo Wealth Management
New York
$444K
SOAMC
1788
Spirit of America Management Corp
New York
$444K
SDWMA
1789
Schneider Downs Wealth Management Advisors
Pennsylvania
$443K
SFP
1790
Shepherd Financial Partners
Massachusetts
$442K
FBT
1791
First Bank & Trust
South Dakota
$442K
CCM
1792
Chaney Capital Management
Washington
$442K
NCM
1793
NCM Capital Management
New Jersey
$442K
DA
1794
Doliver Advisors
Texas
$441K
DWM
1795
Denver Wealth Management
Colorado
$441K
APG
1796
Abacus Planning Group
South Carolina
$440K
CWM
1797
Cahaba Wealth Management
Georgia
$439K
VCP
1798
Verus Capital Partners
Arizona
$438K
HSWS
1799
Higgins & Schmidt Wealth Strategies
Colorado
$437K
NA
1800
Nestegg Advisors
New York
$437K