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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
TP
1976
TritonPoint Partners
Maryland
$335K
OPWM
1977
Oxinas Partners Wealth Management
Indiana
$334K
FTC
1978
Farmers Trust Company
Ohio
$333K
CFS
1979
Commonwealth Financial Services
West Virginia
$333K
PWM
1980
Provident Wealth Management
Tennessee
$333K
IFPG
1981
Intrepid Financial Planning Group
Indiana
$331K
EWM
1982
Evolution Wealth Management
Florida
$331K
MCFP
1983
Mallini Complete Financial Planning
Florida
$331K
WA
1984
WP Advisors
California
$330K
BWP
1985
Bernardo Wealth Planning
Pennsylvania
$329K
HBT
1986
Hills Bank & Trust
Iowa
$329K
FCM
1987
Fourpath Capital Management
Oklahoma
$329K
IIM
1988
Ipswich Investment Management
Massachusetts
$327K
BP
1989
BBR Partners
New York
$326K
WF
1990
Wayfinding Financial
Washington
$326K
AAG
1991
Accordant Advisory Group
Maryland
$325K
CSA
1992
Cottage Street Advisors
Massachusetts
$325K
DWM
1993
Dopkins Wealth Management
New York
$324K
ANB
1994
Amarillo National Bank
Texas
$324K
CD
1995
Chapin Davis
Maryland
$323K
T. Rowe Price Associates
1996
T. Rowe Price Associates
Maryland
$323K
WFP
1997
Wrenne Financial Planning
Kentucky
$322K
RA
1998
Riversedge Advisors
Delaware
$322K
LBC
1999
Leigh Baldwin & Co
New York
$322K
OPTFSNA
2000
Old Point Trust & Financial Services N A
Virginia
$322K