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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
BlackRock
176
BlackRock
New York
$25.6M
LPAM
177
Lodestar Private Asset Management
California
$25.6M
NIM
178
Northeast Investment Management
Massachusetts
$25.5M
PA
179
PFG Advisors
Arizona
$25.4M
MA
180
Mutual Advisors
Nebraska
$25.3M
ASG
181
Ariston Services Group
California
$25.2M
CA
182
Capital Advantage
California
$25.2M
CFGSD
183
Compass Financial Group (South Dakota)
South Dakota
$25.2M
AIM
184
Allen Investment Management
New York
$25M
AP
185
Americana Partners
Texas
$25M
GB
186
Goepper Burkhardt
South Carolina
$24.9M
PRI
187
Prepared Retirement Institute
Pennsylvania
$24.8M
GLLW
188
Graves Light Lenhart Wealth
Virginia
$24.7M
EWS
189
Evergreen Wealth Solutions
Pennsylvania
$24.7M
CCM
190
Coldstream Capital Management
Washington
$24.7M
MA
191
Montag & Associates
Georgia
$24.7M
VAS
192
Vestmark Advisory Solutions
Massachusetts
$24.6M
KWM
193
Kingsview Wealth Management
Oregon
$24.6M
WBG
194
Wharton Business Group
Pennsylvania
$24.5M
CFG
195
Carr Financial Group
Massachusetts
$24.5M
GFM
196
GEN Financial Management
Minnesota
$24.5M
SC
197
SouthState Corp
Florida
$24M
SI
198
Stephens Inc
Arkansas
$23.9M
FFN
199
Focus Financial Network
Minnesota
$23.5M
WWM
200
Western Wealth Management
Colorado
$23.2M