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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
SIC
1851
Sterling Investment Counsel
New York
$415K
GP
1852
GLR Partners
Maryland
$415K
TI
1853
tru Independence
Oregon
$415K
HCMG
1854
Howard Capital Management Group
California
$414K
BPFA
1855
Barnes Pettey Financial Advisors
Mississippi
$414K
NFA
1856
Northwest Financial Advisors
Virginia
$414K
FGWP
1857
Founders Grove Wealth Partners
Virginia
$414K
SP
1858
Symmetry Partners
Connecticut
$414K
CWA
1859
Cura Wealth Advisors
Illinois
$413K
SFG
1860
Sather Financial Group
Texas
$413K
FA
1861
Faithward Advisors
Pennsylvania
$413K
SMG
1862
Smart Money Group
Texas
$412K
CPW
1863
Catalyst Private Wealth
California
$411K
GCA
1864
Gallagher Capital Advisors
Texas
$411K
GWP
1865
Gen-Wealth Partners
Michigan
$411K
MFS
1866
Madrona Financial Services
Washington
$410K
DI
1867
Disciplined Investments
Oklahoma
$410K
BW
1868
BostonPremier Wealth
Massachusetts
$410K
FFP
1869
FourThought Financial Partners
Florida
$408K
LWP
1870
LMG Wealth Partners
Louisiana
$407K
MFP
1871
Meramec Financial Planners
Missouri
$406K
PFA
1872
Portland Financial Advisors
New York
$405K
MEG
1873
Millstone Evans Group
Colorado
$405K
WTB
1874
Washington Trust Bank
Washington
$404K
IAMOG
1875
Investors Asset Management of Georgia
Georgia
$404K