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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
KWM
2176
Keebeck Wealth Management
Illinois
$238K
FWM
2177
FFT Wealth Management
Pennsylvania
$236K
WP
2178
Walleye Partners
Wisconsin
$235K
SIA
2179
Soltis Investment Advisors
Utah
$234K
FAT
2180
First American Trust
California
$234K
WG
2181
Watchman Group
Texas
$234K
WA
2182
WealthTrust Axiom
Pennsylvania
$234K
FCU
2183
Financial Concepts Unlimited
Maine
$232K
BW
2184
Balance Wealth
Ohio
$232K
CWP
2185
Concord Wealth Partners
Virginia
$231K
MWM
2186
Mosley Wealth Management
California
$230K
RDWM
2187
Red Door Wealth Management
Tennessee
$230K
PCMNC
2188
Piedmont Capital Management (North Carolina)
North Carolina
$230K
AFA
2189
AA Financial Advisors
Ohio
$229K
ALC
2190
Alexander Labrunerie & Co
Missouri
$229K
FCM
2191
Fortis Capital Management
Washington
$229K
CIC
2192
Chilton Investment Company
Connecticut
$229K
5NPW
2193
55 North Private Wealth
Florida
$229K
NF
2194
Napier Financial
Massachusetts
$229K
CST
2195
Charles Schwab Trust
Nevada
$228K
AV
2196
Aspiring Ventures
Ohio
$227K
MJRIC
2197
Mogy Joel R Investment Counsel
California
$227K
VWM
2198
Vigil Wealth Management
Florida
$226K
ACA
2199
Anchor Capital Advisors
Massachusetts
$226K
RC
2200
Resolute Capital
South Carolina
$226K