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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
PA
176
PFG Advisors
Arizona
$25.4M
MA
177
Mutual Advisors
Nebraska
$25.3M
ASG
178
Ariston Services Group
California
$25.2M
CA
179
Capital Advantage
California
$25.2M
CFGSD
180
Compass Financial Group (South Dakota)
South Dakota
$25.2M
AIM
181
Allen Investment Management
New York
$25M
AP
182
Americana Partners
Texas
$25M
GB
183
Goepper Burkhardt
South Carolina
$24.9M
PRI
184
Prepared Retirement Institute
Pennsylvania
$24.8M
GLLW
185
Graves Light Lenhart Wealth
Virginia
$24.7M
EWS
186
Evergreen Wealth Solutions
Pennsylvania
$24.7M
CCM
187
Coldstream Capital Management
Washington
$24.7M
MA
188
Montag & Associates
Georgia
$24.7M
VAS
189
Vestmark Advisory Solutions
Massachusetts
$24.6M
KWM
190
Kingsview Wealth Management
Oregon
$24.6M
WBG
191
Wharton Business Group
Pennsylvania
$24.5M
CFG
192
Carr Financial Group
Massachusetts
$24.5M
GFM
193
GEN Financial Management
Minnesota
$24.5M
SC
194
SouthState Corp
Florida
$24M
SI
195
Stephens Inc
Arkansas
$23.9M
FFN
196
Focus Financial Network
Minnesota
$23.5M
WWM
197
Western Wealth Management
Colorado
$23.2M
SI
198
SimpliFi Inc
California
$22.8M
JWBC
199
J.W. Burns & Co
New York
$22.7M
NW
200
NewEdge Wealth
Pennsylvania
$22.7M