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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
CWM
1801
Chemistry Wealth Management
New York
$437K
CCC
1802
Compass Capital Corp
Massachusetts
$437K
TW
1803
Tempo Wealth
Ohio
$431K
PCFFS
1804
Pacific Center for Financial Services
California
$430K
AIP
1805
Ameritas Investment Partners
Nebraska
$430K
CSIC
1806
Clifford Swan Investment Counsel
California
$430K
FWM
1807
Finer Wealth Management
Massachusetts
$430K
CAG
1808
Carroll Advisory Group
Texas
$430K
JWM
1809
Jeppson Wealth Management
California
$429K
MFA
1810
Millington Financial Advisors
Illinois
$429K
PPW
1811
Presilium Private Wealth
Pennsylvania
$427K
CRI
1812
Commonwealth Retirement Investments
Virginia
$427K
MWM
1813
Manske Wealth Management
Texas
$426K
OPF
1814
Old Peak Finance
North Carolina
$425K
PWP
1815
Prasad Wealth Partners
Ohio
$424K
RIM
1816
Redwood Investment Management
Arizona
$422K
OSNBOA
1817
Old Second National Bank of Aurora
Illinois
$421K
FWTB
1818
First Western Trust Bank
Colorado
$420K
SPI
1819
Santori & Peters Inc
Pennsylvania
$419K
EPA
1820
Element Pointe Advisors
Florida
$419K
CFG
1821
Certior Financial Group
Pennsylvania
$419K
APW
1822
Aurora Private Wealth
New Jersey
$418K
OWA
1823
Outlook Wealth Advisors
Texas
$418K
JWM
1824
Jupiter Wealth Management
Colorado
$416K
SF
1825
Strategent Financial
Virginia
$416K