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Vanguard Dividend Appreciation ETF

2,509 hedge funds and large institutions have $46.1B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 975 increasing their positions, 933 reducing their positions, and 96 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:

4% less capital invested

Capital invested by funds: $48.1B → $46.1B (-$2.07B)

1.16% less ownership

Funds ownership: 47.64%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
VC
2326
Vestor Capital
Illinois
$170K
SIS
2327
Sound Income Strategies
Florida
$170K
WCM
2328
Winthrop Capital Management
Indiana
$169K
EI
2329
EFG International
$168K
SR
2330
Syntax Research
Florida
$166K
PGAM
2331
Princeton Global Asset Management
New Jersey
$165K
PRAG
2332
Portfolio Resources Advisor Group
Florida
$157K
CPG
2333
Cornerstone Planning Group
New Jersey
$152K
MIM
2334
MTM Investment Management
South Carolina
$152K
SAS
2335
Stelac Advisory Services
New York
$152K
GM
2336
GeoWealth Management
Illinois
$151K
GCP
2337
Gill Capital Partners
Colorado
$150K
BLC
2338
Brown, Lisle/Cummings
Rhode Island
$149K
MFT
2339
Moisand Fitzgerald Tamayo
Florida
$148K
MPW
2340
MASECO Private Wealth
$145K
GTAM
2341
Global Trust Asset Management
Florida
$145K
MLA
2342
MB, Levis & Associates
Pennsylvania
$142K
TPWA
2343
Twin Peaks Wealth Advisors
California
$141K
SEP
2344
Signature Equity Partners
Ohio
$141K
BWA
2345
Basecamp Wealth Advisors
Washington
$141K
NOI
2346
Newton One Investments
Delaware
$137K
AF
2347
Align Financial
Minnesota
$135K
MNA
2348
Manning & Napier Advisors
New York
$135K
MWC
2349
MBM Wealth Consultants
Missouri
$134K
GA
2350
GoalVest Advisory
New York
$129K