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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
WCM
1976
Weaver Capital Management
Georgia
$346K
SWM
1977
SpringVest Wealth Management
Texas
$346K
AIP
1978
ARS Investment Partners
New York
$345K
LC
1979
Landaas & Company
Wisconsin
$344K
WCM
1980
Wealthcare Capital Management
Virginia
$343K
WN
1981
Williams & Novak
California
$342K
AWM
1982
Alterna Wealth Management
Texas
$342K
LWM
1983
Lodestone Wealth Management
Washington
$341K
OC
1984
Oakworth Capital
Alabama
$341K
WFS
1985
Weitzel Financial Services
Iowa
$341K
MPCL
1986
My Personal CFO LLC
Washington
$341K
PA
1987
Procyon Advisors
Connecticut
$341K
CAG
1988
Compass Advisory Group
New York
$340K
BFG
1989
Bouchey Financial Group
New York
$339K
MIC
1990
Means Investment Company
Maine
$338K
WMA
1991
Wealth Management Associates
New Jersey
$337K
TCM
1992
TruNorth Capital Management
Michigan
$337K
FPCP
1993
Fort Point Capital Partners
California
$337K
LCWP
1994
Legacy Capital Wealth Partners
Arkansas
$336K
PL
1995
Plancorp LLC
Missouri
$336K
LCWM
1996
Legacy Capital Wealth Management
Texas
$336K
BFA
1997
Beaumont Financial Advisors
Massachusetts
$336K
SWMG
1998
Stillwater Wealth Management Group
Florida
$335K
TP
1999
TritonPoint Partners
Maryland
$335K
OPWM
2000
Oxinas Partners Wealth Management
Indiana
$334K