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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
TW
1826
Tempo Wealth
Ohio
$431K
PCFFS
1827
Pacific Center for Financial Services
California
$430K
AIP
1828
Ameritas Investment Partners
Nebraska
$430K
CSIC
1829
Clifford Swan Investment Counsel
California
$430K
FWM
1830
Finer Wealth Management
Massachusetts
$430K
CAG
1831
Carroll Advisory Group
Texas
$430K
JWM
1832
Jeppson Wealth Management
California
$429K
MFA
1833
Millington Financial Advisors
Illinois
$429K
PPW
1834
Presilium Private Wealth
Pennsylvania
$427K
CRI
1835
Commonwealth Retirement Investments
Virginia
$427K
MWM
1836
Manske Wealth Management
Texas
$426K
OPF
1837
Old Peak Finance
North Carolina
$425K
PWP
1838
Prasad Wealth Partners
Ohio
$424K
RIM
1839
Redwood Investment Management
Arizona
$422K
OSNBOA
1840
Old Second National Bank of Aurora
Illinois
$421K
FWTB
1841
First Western Trust Bank
Colorado
$420K
SPI
1842
Santori & Peters Inc
Pennsylvania
$419K
EPA
1843
Element Pointe Advisors
Florida
$419K
CFG
1844
Certior Financial Group
Pennsylvania
$419K
APW
1845
Aurora Private Wealth
New Jersey
$418K
OWA
1846
Outlook Wealth Advisors
Texas
$418K
JWM
1847
Jupiter Wealth Management
Colorado
$416K
SF
1848
Strategent Financial
Virginia
$416K
AIM
1849
Acropolis Investment Management
Missouri
$416K
SRM
1850
Shelter Rock Management
New York
$416K