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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
BFG
2076
Baron Financial Group
New Jersey
$294K
MW
2077
Marrick Wealth
California
$294K
JSW
2078
Journey Strategic Wealth
New Jersey
$294K
SWMP
2079
Signature Wealth Management Partners
New Jersey
$294K
GF
2080
GGM Financials
Ohio
$293K
MWPCG
2081
Measured Wealth Private Client Group
New Hampshire
$291K
DWG
2082
Darden Wealth Group
Michigan
$291K
EWM
2083
EPG Wealth Management
Georgia
$291K
OFG
2084
Omega Financial Group
California
$290K
JF
2085
Joule Financial
Kentucky
$289K
IPW
2086
Impact Partnership Wealth
Georgia
$289K
PCS
2087
Private Client Services
Kentucky
$289K
BHIA
2088
Birch Hill Investment Advisors
Massachusetts
$289K
TPW
2089
Talon Private Wealth
Florida
$289K
AFAS
2090
Acorn Financial Advisory Services
Virginia
$287K
IA
2091
IAM Advisory
Pennsylvania
$287K
FFG
2092
First Financial Group
North Carolina
$286K
NCM
2093
Noesis Capital Mangement
Florida
$286K
CIM
2094
Cambria Investment Management
California
$286K
IWA
2095
Independent Wealth Advisors
North Carolina
$286K
SCA
2096
Stonebridge Capital Advisors
Minnesota
$285K
KCP
2097
Kera Capital Partners
California
$284K
I
2098
IMPACTfolio
Colorado
$284K
WWM
2099
Wolff Wiese Magana
California
$284K
CPA
2100
Cathy Pareto & Associates
Florida
$284K