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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
CQWA
1901
Chokshi & Queen Wealth Advisors
California
$376K
BFIC
1902
Bedell Frazier Investment Counselling
California
$376K
GFG
1903
Goldstone Financial Group
Illinois
$376K
TFA
1904
Trinity Financial Advisors
Ohio
$375K
PCA
1905
Prosperity Capital Advisors
Ohio
$375K
FG
1906
Fairman Group
Pennsylvania
$375K
SWA
1907
Serenus Wealth Advisors
California
$375K
BC
1908
BDFS Capital
Delaware
$374K
DF
1909
Downshift Financial
Colorado
$373K
VCP
1910
Vista Capital Partners
Oregon
$373K
SSWM
1911
Strait & Sound Wealth Management
California
$373K
KFG
1912
Kropog Financial Group
Louisiana
$372K
EC
1913
Eaton-Cambridge
Arizona
$370K
SAM
1914
Summit Asset Management
Tennessee
$369K
ST
1915
Spinnaker Trust
Maine
$368K
WA
1916
Westfuller Advisors
New York
$367K
MCM
1917
Mattern Capital Management
Colorado
$367K
RM
1918
RCW Management
Florida
$366K
LWM
1919
LJI Wealth Management
Indiana
$365K
LFP
1920
Lakeshore Financial Planning
Michigan
$365K
SA
1921
Sonoma Allocations
California
$364K
SWM
1922
Stockman Wealth Management
Montana
$363K
QFA
1923
Quantum Financial Advisors
California
$362K
CG
1924
CFO4Life Group
Texas
$360K
CCA
1925
Checchi Capital Advisers
California
$359K