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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
SIS
2301
Sound Income Strategies
Florida
$170K
WCM
2302
Winthrop Capital Management
Indiana
$169K
EI
2303
EFG International
$168K
SR
2304
Syntax Research
Florida
$166K
PGAM
2305
Princeton Global Asset Management
New Jersey
$165K
PRAG
2306
Portfolio Resources Advisor Group
Florida
$157K
CPG
2307
Cornerstone Planning Group
New Jersey
$152K
MIM
2308
MTM Investment Management
South Carolina
$152K
SAS
2309
Stelac Advisory Services
New York
$152K
GM
2310
GeoWealth Management
Illinois
$151K
GCP
2311
Gill Capital Partners
Colorado
$150K
BLC
2312
Brown, Lisle/Cummings
Rhode Island
$149K
MFT
2313
Moisand Fitzgerald Tamayo
Florida
$148K
MPW
2314
MASECO Private Wealth
$145K
GTAM
2315
Global Trust Asset Management
Florida
$145K
MLA
2316
MB, Levis & Associates
Pennsylvania
$142K
TPWA
2317
Twin Peaks Wealth Advisors
California
$141K
SEP
2318
Signature Equity Partners
Ohio
$141K
NOI
2319
Newton One Investments
Delaware
$137K
AF
2320
Align Financial
Minnesota
$135K
MNA
2321
Manning & Napier Advisors
New York
$135K
MWC
2322
MBM Wealth Consultants
Missouri
$134K
GA
2323
GoalVest Advisory
New York
$129K
SIC
2324
SJS Investment Consulting
Ohio
$126K
BAM
2325
Bellevue Asset Management
Washington
$125K