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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
OW
2401
Olistico Wealth
Oklahoma
$44K
EWM
2402
Evermay Wealth Management
Virginia
$43.7K
PG
2403
Proffitt & Goodson
Tennessee
$42.2K
NECFA
2404
New England Capital Financial Advisors
Connecticut
$41.3K
TWM
2405
Tripletail Wealth Management
Florida
$41.3K
WTA
2406
Washington Trust Advisors
Massachusetts
$40.3K
Q1WB
2407
Quest 10 Wealth Builders
Virginia
$40K
FFO
2408
Fortitude Family Office
Arizona
$40K
MB
2409
MidFirst Bank
Oklahoma
$39.8K
BA
2410
Ballast Advisors
Minnesota
$38K
BCM
2411
Basso Capital Management
Connecticut
$37.9K
LAMC
2412
Longview Asset Management (California)
California
$37.6K
TIM
2413
Thompson Investment Management
Wisconsin
$37.6K
CIR
2414
Clear Investment Research
Georgia
$37.4K
VWA
2415
Valued Wealth Advisors
Utah
$36.1K
RF
2416
RetireMitten Financial
Michigan
$35.9K
TLCM
2417
Twin Lakes Capital Management
California
$35.8K
WAG
2418
Wilkerson Advisory Group
Missouri
$35.4K
MMCM
2419
Murphy & Mullick Capital Management
New York
$35.1K
PWMG
2420
Private Wealth Management Group
New Jersey
$33.1K
CTB
2421
Country Trust Bank
Illinois
$32K
PSB
2422
Piscataqua Savings Bank
New Hampshire
$31.8K
IAAG
2423
Innovative Asset Advisors Group
Connecticut
$31.2K
IRAG
2424
Investment Research & Advisory Group
Georgia
$30.3K
HC
2425
Hurley Capital
New York
$30K