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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
CRWM
1801
Castle Rock Wealth Management
California
$449K
TWP
1802
Triad Wealth Partners
Kansas
$449K
HWP
1803
Hibernia Wealth Partners
Louisiana
$449K
DTC
1804
Davidson Trust Company
Washington
$446K
GHAM
1805
Gilman Hill Asset Management
Connecticut
$445K
CCA
1806
Clarity Capital Advisors
Florida
$445K
TC
1807
Trust Company
Kansas
$445K
LWM
1808
Liberty Wealth Management
California
$444K
PWM
1809
Palumbo Wealth Management
New York
$444K
SOAMC
1810
Spirit of America Management Corp
New York
$444K
CIA
1811
Caerus Investment Advisors
Texas
$444K
SDWMA
1812
Schneider Downs Wealth Management Advisors
Pennsylvania
$443K
SFP
1813
Shepherd Financial Partners
Massachusetts
$442K
FBT
1814
First Bank & Trust
South Dakota
$442K
CCM
1815
Chaney Capital Management
Washington
$442K
NCM
1816
NCM Capital Management
New Jersey
$442K
DA
1817
Doliver Advisors
Texas
$441K
DWM
1818
Denver Wealth Management
Colorado
$441K
APG
1819
Abacus Planning Group
South Carolina
$440K
CWM
1820
Cahaba Wealth Management
Georgia
$439K
VCP
1821
Verus Capital Partners
Arizona
$438K
HSWS
1822
Higgins & Schmidt Wealth Strategies
Colorado
$437K
NA
1823
Nestegg Advisors
New York
$437K
CWM
1824
Chemistry Wealth Management
New York
$437K
CCC
1825
Compass Capital Corp
Massachusetts
$437K