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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
CJ
1926
Caitlin John
Michigan
$359K
WF
1927
WinCap Financial
Massachusetts
$358K
BFF
1928
Byrne Financial Freedom
Massachusetts
$358K
WBC
1929
West Branch Capital
Massachusetts
$358K
RF
1930
RHS Financial
California
$357K
RPWA
1931
Regent Peak Wealth Advisors
Georgia
$356K
IF
1932
Ironwood Financial
Arizona
$356K
MPAM
1933
Murphy Pohlad Asset Management
Minnesota
$355K
IFA
1934
Index Fund Advisors
California
$354K
KIM
1935
Kestra Investment Management
Texas
$354K
NRC
1936
New Republic Capital
North Carolina
$353K
LWA
1937
Lineweaver Wealth Advisors
Ohio
$353K
CW
1938
CrossGen Wealth
North Carolina
$352K
JSAM
1939
J. Safra Asset Management
New York
$351K
GAM
1940
Grandview Asset Management
Pennsylvania
$351K
RMP
1941
Richards, Merrill & Peterson
Washington
$351K
YIH
1942
Y-Intercept (HK)
Hong Kong
$350K
GC
1943
GatePass Capital
Ohio
$349K
CWL
1944
Causey Wealth LLC
Colorado
$349K
GP
1945
Greenline Partners
New York
$349K
WFA
1946
WJ Financial Advisors
Connecticut
$349K
FPW
1947
Flagship Private Wealth
Massachusetts
$349K
CWMP
1948
Clarion Wealth Managment Partners
Virginia
$349K
AC
1949
Asio Capital
Kentucky
$348K
SM
1950
Sensible Money
Arizona
$347K