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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
GFG
1926
Goldstone Financial Group
Illinois
$376K
TFA
1927
Trinity Financial Advisors
Ohio
$375K
PCA
1928
Prosperity Capital Advisors
Ohio
$375K
FG
1929
Fairman Group
Pennsylvania
$375K
SWA
1930
Serenus Wealth Advisors
California
$375K
BC
1931
BDFS Capital
Delaware
$374K
DF
1932
Downshift Financial
Colorado
$373K
VCP
1933
Vista Capital Partners
Oregon
$373K
SSWM
1934
Strait & Sound Wealth Management
California
$373K
KFG
1935
Kropog Financial Group
Louisiana
$372K
EC
1936
Eaton-Cambridge
Arizona
$370K
SAM
1937
Summit Asset Management
Tennessee
$369K
ST
1938
Spinnaker Trust
Maine
$368K
WA
1939
Westfuller Advisors
New York
$367K
MCM
1940
Mattern Capital Management
Colorado
$367K
RM
1941
RCW Management
Florida
$366K
LWM
1942
LJI Wealth Management
Indiana
$365K
LFP
1943
Lakeshore Financial Planning
Michigan
$365K
SA
1944
Sonoma Allocations
California
$364K
SWM
1945
Stockman Wealth Management
Montana
$363K
QFA
1946
Quantum Financial Advisors
California
$362K
CG
1947
CFO4Life Group
Texas
$360K
CCA
1948
Checchi Capital Advisers
California
$359K
CJ
1949
Caitlin John
Michigan
$359K
WF
1950
WinCap Financial
Massachusetts
$358K