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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
CIAS
2426
CBIZ Investment Advisory Services
Ohio
$44.7K
SFFS
2427
Stonehage Fleming Financial Services
Jersey
$44.7K
OW
2428
Olistico Wealth
Oklahoma
$44K
EWM
2429
Evermay Wealth Management
Virginia
$43.7K
PG
2430
Proffitt & Goodson
Tennessee
$42.2K
NECFA
2431
New England Capital Financial Advisors
Connecticut
$41.3K
TWM
2432
Tripletail Wealth Management
Florida
$41.3K
WTA
2433
Washington Trust Advisors
Massachusetts
$40.3K
FFO
2434
Fortitude Family Office
Arizona
$40K
Q1WB
2435
Quest 10 Wealth Builders
Virginia
$40K
MB
2436
MidFirst Bank
Oklahoma
$39.8K
BCM
2437
Basso Capital Management
Connecticut
$37.9K
LAMC
2438
Longview Asset Management (California)
California
$37.6K
BA
2439
Ballast Advisors
Minnesota
$37.6K
TIM
2440
Thompson Investment Management
Wisconsin
$37.6K
CIR
2441
Clear Investment Research
Georgia
$37.4K
VWA
2442
Valued Wealth Advisors
Utah
$36.1K
RF
2443
RetireMitten Financial
Michigan
$35.9K
TLCM
2444
Twin Lakes Capital Management
California
$35.8K
WAG
2445
Wilkerson Advisory Group
Missouri
$35.4K
MMCM
2446
Murphy & Mullick Capital Management
New York
$35.1K
PWMG
2447
Private Wealth Management Group
New Jersey
$33.1K
CTB
2448
Country Trust Bank
Illinois
$32K
PSB
2449
Piscataqua Savings Bank
New Hampshire
$31.8K
IAAG
2450
Innovative Asset Advisors Group
Connecticut
$31.2K