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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
WC
1901
Whitney & Co
New York
$388K
PCM
1902
Pennsylvania Capital Management
Pennsylvania
$388K
HAP
1903
Harbor Asset Planning
Massachusetts
$386K
NA
1904
Navellier & Associates
Nevada
$383K
HAS
1905
Holland Advisory Services
Florida
$383K
NFP
1906
Narus Financial Partners
Utah
$382K
LWM
1907
Level Wealth Management
North Carolina
$381K
BC
1908
Barnett & Company
Tennessee
$381K
SHWM
1909
Smith & Howard Wealth Management
Georgia
$381K
ICP
1910
Interchange Capital Partners
Pennsylvania
$381K
APA
1911
Astoria Portfolio Advisors
New York
$380K
WRCM
1912
Western Reserve Capital Management
Ohio
$379K
PCA
1913
Peddock Capital Advisors
Massachusetts
$379K
CPSC
1914
Carl P. Sherr & Co
Massachusetts
$379K
SPWG
1915
Syntegra Private Wealth Group
Missouri
$378K
TFA
1916
Teamwork Financial Advisors
Texas
$378K
SDAM
1917
Shulman DeMeo Asset Management
New York
$378K
XPN
1918
XY Planning Network
Montana
$378K
WW
1919
Waterfront Wealth
Kansas
$378K
SFG
1920
Shum Financial Group
California
$377K
CIG
1921
Cairn Investment Group
Washington
$377K
ISFAN
1922
Investor's Fiduciary Advisor Network
Washington
$376K
VIA
1923
Victrix Investment Advisors
Florida
$376K
CQWA
1924
Chokshi & Queen Wealth Advisors
California
$376K
BFIC
1925
Bedell Frazier Investment Counselling
California
$376K