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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
RWMG
2126
Redwood Wealth Management Group
New Jersey
$259K
VFG
2127
V2 Financial group
Illinois
$258K
IAA
2128
Independence Asset Advisors
Pennsylvania
$258K
KFC
2129
Klingenstein Fields & Co
New York
$257K
WETS
2130
Wealth Enhancement Trust Services
South Dakota
$257K
LJAC
2131
L.J. Altfest & Co
New York
$256K
FF
2132
Francis Financial
$256K
RA
2133
Riverstone Advisors
Texas
$256K
PWM
2134
Parkway Wealth Management
Texas
$255K
OWP
2135
ORG Wealth Partners
Texas
$255K
BHWA
2136
Beacon Harbor Wealth Advisors
Virginia
$255K
BL
2137
Balentine LLC
Georgia
$254K
SFS
2138
Summit Financial Strategies
Ohio
$254K
ISB
2139
Iowa State Bank
Iowa
$254K
JWS
2140
Juncture Wealth Strategies
Arizona
$253K
GCM
2141
G2 Capital Management
Ohio
$253K
CC
2142
Clearwave Capital
California
$252K
EWM
2143
Elevation Wealth Management
Minnesota
$251K
VF
2144
Vawter Financial
Ohio
$250K
DFA
2145
Delta Financial Advisors
Louisiana
$249K
AA
2146
Alesco Advisors
New York
$249K
ST
2147
Sageworth Trust
Pennsylvania
$249K
NRG
2148
Nemes Rush Group
Michigan
$249K
SCP
2149
Silverleafe Capital Partners
Tennessee
$249K
MPIM
2150
McGinn Penninger Investment Management
Virginia
$248K