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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
CNBT
2401
Cornerstone National Bank & Trust
Illinois
$60.4K
DCM
2402
Davis Capital Management
Florida
$59.8K
FPF
2403
First Pacific Financial
Washington
$59K
HCM
2404
Horrell Capital Management
Arkansas
$58.9K
APW
2405
Atlantic Private Wealth
North Carolina
$58.3K
DPW
2406
DiNuzzo Private Wealth
Pennsylvania
$58.3K
CFP
2407
Comprehensive Financial Planning
Pennsylvania
$55.4K
ACM
2408
Anfield Capital Management
California
$55.3K
AT
2409
Avalon Trust
New Mexico
$53.8K
DWA
2410
Dougherty Wealth Advisers
Minnesota
$53.8K
SC
2411
Solstein Capital
California
$52.9K
VWM
2412
Valley Wealth Managers
New Jersey
$52.7K
DWM
2413
Dogwood Wealth Management
Kansas
$52.3K
UIA
2414
Ulland Investment Advisors
Minnesota
$52K
CA
2415
Cache Advisors
California
$51.6K
IWS
2416
Intentional Wealth Strategies
Colorado
$49K
SA
2417
Seneschal Advisors
Washington
$48.8K
SMBT
2418
Southern Michigan Bank & Trust
Michigan
$48.4K
BG
2419
Bollard Group
Massachusetts
$48K
CAC
2420
Core Alternative Capital
Georgia
$48K
HWM
2421
Horizons Wealth Management
North Carolina
$47.7K
TAR
2422
Trask Adam Roland
$46.2K
YP
2423
YANKCOM Partnership
South Dakota
$46K
BHWM
2424
Beaird Harris Wealth Management
Texas
$44.9K
HWM
2425
HighMark Wealth Management
Minnesota
$44.8K