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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
P
2026
Palladiem
Pennsylvania
$308K
FCG
2027
Financial Connections Group
California
$308K
LI
2028
LifeWealth Investments
Florida
$308K
BGAI
2029
Bruce G. Allen Investments
Colorado
$307K
AIS
2030
American Investment Services
Massachusetts
$307K
HCMT
2031
Highland Capital Management (Tennessee)
Tennessee
$306K
TAP
2032
Tounjian Advisory Partners
Florida
$305K
MCM
2033
MV Capital Management
Maryland
$305K
PFA
2034
Petra Financial Advisors
Colorado
$304K
HPCM
2035
Hunter Perkins Capital Management
Illinois
$304K
TCM
2036
Traynor Capital Management
Pennsylvania
$304K
WCM
2037
Windsor Capital Management
Arizona
$303K
CWP
2038
Curated Wealth Partners
California
$303K
CWA
2039
Canvas Wealth Advisors
Kansas
$301K
MWA
2040
Midland Wealth Advisors
Illinois
$300K
FA
2041
Fermata Advisors
California
$300K
BMC
2042
Beaton Management Company
Massachusetts
$299K
PWMG
2043
Pioneer Wealth Management Group
Texas
$299K
UFA
2044
Uptown Financial Advisors
Texas
$298K
SWM
2045
Shakespeare Wealth Management
Wisconsin
$297K
AIM
2046
Archer Investment Management
Texas
$297K
MCCP
2047
Mission Creek Capital Partners
California
$296K
JEST
2048
JTC Employer Solutions Trustee
Jersey
$296K
GWMIA
2049
Global Wealth Management Investment Advisory
Florida
$296K
VIP
2050
Vista Investment Partners
Oklahoma
$295K