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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
OPW
2251
Osprey Private Wealth
New York
$212K
GPA
2252
Guerra Pan Advisors
New Jersey
$212K
NG
2253
Navigation Group
California
$212K
WIA
2254
Wealthedge Investment Advisors
New York
$212K
VBCG
2255
Valley Brook Capital Group
Pennsylvania
$211K
NB
2256
NBT Bank
New York
$210K
TCOTS
2257
Trust Company of the South
North Carolina
$210K
BS
2258
Brighton Securities
New York
$209K
LFGO
2259
Legacy Financial Group (Oklahoma)
Oklahoma
$209K
IHL
2260
Investment House LLC
California
$209K
MM
2261
Morangie Management
Florida
$209K
CWM
2262
Chesapeake Wealth Management
Virginia
$208K
AFG
2263
Altiora Financial Group
Ohio
$208K
EWA
2264
Evolution Wealth Advisors
Florida
$207K
CA
2265
CapWealth Advisors
Tennessee
$207K
FC
2266
Financial Consulate
Maryland
$207K
CWM
2267
Copia Wealth Management
Oregon
$206K
IPW
2268
Intergy Private Wealth
Colorado
$205K
FSBI
2269
Fearless Solutions (Best Invest)
Texas
$205K
CTA
2270
Chesley Taft & Associates
Illinois
$205K
WAG
2271
Windsor Advisory Group
Ohio
$205K
HWMT
2272
Heritage Wealth Management (Texas)
Texas
$204K
SIA
2273
SeaBridge Investment Advisors
New Jersey
$204K
WC
2274
Westhampton Capital
North Carolina
$204K
ACM
2275
Advance Capital Management
Michigan
$203K