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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
FTC
2001
Farmers Trust Company
Ohio
$333K
CFS
2002
Commonwealth Financial Services
West Virginia
$333K
PWM
2003
Provident Wealth Management
Tennessee
$333K
IFPG
2004
Intrepid Financial Planning Group
Indiana
$331K
EWM
2005
Evolution Wealth Management
Florida
$331K
MCFP
2006
Mallini Complete Financial Planning
Florida
$331K
WA
2007
WP Advisors
California
$330K
BWP
2008
Bernardo Wealth Planning
Pennsylvania
$329K
HBT
2009
Hills Bank & Trust
Iowa
$329K
FCM
2010
Fourpath Capital Management
Oklahoma
$329K
IIM
2011
Ipswich Investment Management
Massachusetts
$327K
FWM
2012
Foguth Wealth Management
Michigan
$326K
BP
2013
BBR Partners
New York
$326K
WF
2014
Wayfinding Financial
Washington
$326K
AAG
2015
Accordant Advisory Group
Maryland
$325K
CSA
2016
Cottage Street Advisors
Massachusetts
$325K
DWM
2017
Dopkins Wealth Management
New York
$324K
ANB
2018
Amarillo National Bank
Texas
$324K
CD
2019
Chapin Davis
Maryland
$323K
T. Rowe Price Associates
2020
T. Rowe Price Associates
Maryland
$323K
WFP
2021
Wrenne Financial Planning
Kentucky
$322K
RA
2022
Riversedge Advisors
Delaware
$322K
LBC
2023
Leigh Baldwin & Co
New York
$322K
OPTFSNA
2024
Old Point Trust & Financial Services N A
Virginia
$322K
EPAM
2025
Evelyn Partners Asset Management
$320K