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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
IWM
2101
IMG Wealth Management
Florida
$267K
ACM
2102
Accent Capital Management
Ohio
$267K
WMS
2103
Wealth Management Strategies
Pennsylvania
$266K
BWM
2104
Briggs Wealth Management
Connecticut
$266K
FWP
2105
Firethorn Wealth Partners
Georgia
$265K
SBWIC
2106
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K
QPWM
2107
Quadrant Private Wealth Management
Pennsylvania
$264K
CA
2108
Chatterton & Associates
California
$264K
LFA
2109
Level Financial Advisors
New York
$264K
WAOI
2110
Wealth Advisors of Iowa
Iowa
$264K
ZIG
2111
Zullo Investment Group
Pennsylvania
$263K
AMIM
2112
Aull & Monroe Investment Management
Alabama
$263K
RK
2113
Rather & Kittrell
Tennessee
$263K
RWS
2114
Resolute Wealth Strategies
Mississippi
$263K
GFP
2115
Gryphon Financial Partners
Ohio
$262K
BI
2116
Breachway Investments
Rhode Island
$262K
TI
2117
Truepoint Inc
Ohio
$261K
ATC
2118
Adirondack Trust Company
New York
$261K
QWP
2119
Quotient Wealth Partners
Texas
$261K
VBFP
2120
Valtinson Bruner Financial Planning
Minnesota
$261K
PAA
2121
Peregrine Asset Advisers
Oregon
$260K
IP
2122
Isthmus Partners
Wisconsin
$260K
EWA
2123
Emergent Wealth Advisors
New York
$260K
RFG
2124
REAP Financial Group
Texas
$260K
TCOT
2125
Trust Company of Toledo
Ohio
$259K