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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
UF
1951
Univest Financial
Pennsylvania
$347K
WSA
1952
Wealth Science Advisors
Georgia
$347K
WCM
1953
Weaver Capital Management
Georgia
$346K
SWM
1954
SpringVest Wealth Management
Texas
$346K
AIP
1955
ARS Investment Partners
New York
$345K
LC
1956
Landaas & Company
Wisconsin
$344K
WCM
1957
Wealthcare Capital Management
Virginia
$343K
WN
1958
Williams & Novak
California
$342K
AWM
1959
Alterna Wealth Management
Texas
$342K
LWM
1960
Lodestone Wealth Management
Washington
$341K
OC
1961
Oakworth Capital
Alabama
$341K
WFS
1962
Weitzel Financial Services
Iowa
$341K
MPCL
1963
My Personal CFO LLC
Washington
$341K
PA
1964
Procyon Advisors
Connecticut
$341K
CAG
1965
Compass Advisory Group
New York
$340K
BFG
1966
Bouchey Financial Group
New York
$339K
MIC
1967
Means Investment Company
Maine
$338K
WMA
1968
Wealth Management Associates
New Jersey
$337K
TCM
1969
TruNorth Capital Management
Michigan
$337K
FPCP
1970
Fort Point Capital Partners
California
$337K
LCWP
1971
Legacy Capital Wealth Partners
Arkansas
$336K
PL
1972
Plancorp LLC
Missouri
$336K
LCWM
1973
Legacy Capital Wealth Management
Texas
$336K
BFA
1974
Beaumont Financial Advisors
Massachusetts
$336K
SWMG
1975
Stillwater Wealth Management Group
Florida
$335K