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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
SJIM
2351
St. Johns Investment Management
Florida
$81.7K
MBFW
2352
Morton Brown Family Wealth
Pennsylvania
$81.1K
JFG
2353
JDM Financial Group
Texas
$79.4K
POIA
2354
Pin Oak Investment Advisors
Texas
$79K
CTA
2355
Colonial Trust Advisors
South Carolina
$78.1K
OWA
2356
Opal Wealth Advisors
New York
$77.6K
FCMT
2357
Founders Capital Management (Texas)
Texas
$75.3K
MAS
2358
MPWM Advisory Solutions
Georgia
$74.7K
AP
2359
Atwood & Palmer
Missouri
$72.3K
CT
2360
Clearstead Trust
Maine
$71.6K
AF
2361
Aviso Financial
Ontario, Canada
$70.3K
T
2362
Tidemark
California
$70.1K
CCMW
2363
Cypress Capital Management (Wyoming)
Wyoming
$68.4K
NL
2364
NorthAvenue LLC
Ohio
$67.9K
WA
2365
WPG Advisers
Maryland
$67.7K
EAM
2366
Eukles Asset Management
Ohio
$67.5K
BW
2367
Basepoint Wealth
Iowa
$66.6K
CCMI
2368
Creative Capital Management Investments
California
$66K
SIM
2369
Synergy Investment Management
Florida
$65.6K
WFA
2370
Wells Financial Advisors
Massachusetts
$64.1K
KCM
2371
Key Capital Management
Tennessee
$62K
TTIC
2372
Tower Trust & Investment Company
Iowa
$61.9K
SN
2373
Sittner & Nelson
Oregon
$61.1K
CNBT
2374
Cornerstone National Bank & Trust
Illinois
$60.4K
DCM
2375
Davis Capital Management
Florida
$59.8K