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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
MJFG
2201
Mars Jewett Financial Group
Washington
$225K
EFG
2202
Elm3 Financial Group
Georgia
$224K
AI
2203
ArchPoint Investors
Florida
$224K
SAM
2204
Silvercrest Asset Management
New York
$224K
JSA
2205
Jim Saulnier & Associates
Colorado
$224K
EM
2206
ELCO Management
New York
$224K
HIG
2207
Heritage Investment Group
Florida
$222K
CWP
2208
Core Wealth Partners
California
$222K
W
2209
WPWealth
Texas
$221K
AC
2210
Arjuna Capital
North Carolina
$221K
VPWA
2211
Vestia Personal Wealth Advisors
Indiana
$221K
CP
2212
Clarendon Private
Massachusetts
$220K
KWM
2213
Kingsman Wealth Management
Florida
$220K
CCA
2214
Clearwater Capital Advisors
Illinois
$220K
FWP
2215
Fiduciary Wealth Partners
Massachusetts
$220K
RWM
2216
Rockline Wealth Management
New York
$219K
CWM
2217
Concentrum Wealth Management
California
$218K
SFSG
2218
Sound Financial Strategies Group
Mississippi
$218K
CCM
2219
Cloud Capital Management
Washington
$218K
KC
2220
Karras Company
Utah
$218K
RPCONE
2221
Retirement Planning Company of New England
Rhode Island
$218K
RFN
2222
Redwood Financial Network
Ohio
$217K
FBT
2223
First Bankers Trust
Kentucky
$217K
VF
2224
Vestment Financial
Minnesota
$217K
MQWP
2225
Morey & Quinn Wealth Partners
Nebraska
$217K