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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
BFF
1951
Byrne Financial Freedom
Massachusetts
$358K
WBC
1952
West Branch Capital
Massachusetts
$358K
RF
1953
RHS Financial
California
$357K
RPWA
1954
Regent Peak Wealth Advisors
Georgia
$356K
IF
1955
Ironwood Financial
Arizona
$356K
MPAM
1956
Murphy Pohlad Asset Management
Minnesota
$355K
IFA
1957
Index Fund Advisors
California
$354K
KIM
1958
Kestra Investment Management
Texas
$354K
NRC
1959
New Republic Capital
North Carolina
$353K
LWA
1960
Lineweaver Wealth Advisors
Ohio
$353K
CW
1961
CrossGen Wealth
North Carolina
$352K
JSAM
1962
J. Safra Asset Management
New York
$351K
GAM
1963
Grandview Asset Management
Pennsylvania
$351K
RMP
1964
Richards, Merrill & Peterson
Washington
$351K
YIH
1965
Y-Intercept (HK)
Hong Kong
$350K
GC
1966
GatePass Capital
Ohio
$349K
CWL
1967
Causey Wealth LLC
Colorado
$349K
GP
1968
Greenline Partners
New York
$349K
WFA
1969
WJ Financial Advisors
Connecticut
$349K
FPW
1970
Flagship Private Wealth
Massachusetts
$349K
CWMP
1971
Clarion Wealth Managment Partners
Virginia
$349K
AC
1972
Asio Capital
Kentucky
$348K
SM
1973
Sensible Money
Arizona
$347K
UF
1974
Univest Financial
Pennsylvania
$347K
WSA
1975
Wealth Science Advisors
Georgia
$347K