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Vanguard Dividend Appreciation ETF

2,510 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, 976 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%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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
WCM
551
WealthBridge Capital Management
Ohio
$6.65M
PNFS
552
PW Nova Financial Services
Pennsylvania
$6.63M
CFO
553
Colony Family Offices
North Carolina
$6.63M
VP
554
Verum Partners
North Carolina
$6.62M
BRG
555
Bay Rivers Group
Virginia
$6.61M
PGF
556
Plan Group Financial
Oklahoma
$6.61M
HSG
557
Helen Stephens Group
Texas
$6.59M
ACM
558
Arcataur Capital Management
Wisconsin
$6.56M
IP
559
Investment Partners
Ohio
$6.54M
GSF
560
Grove Street Fiduciary
New Hampshire
$6.54M
CCWA
561
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.53M
IP
562
Indivisible Partners
Florida
$6.51M
OAJ
563
Ogorek Anthony Joseph
New York
$6.48M
ODA
564
One Degree Advisors
California
$6.48M
HA
565
Hofer & Associates
California
$6.46M
TVAMP
566
Tennessee Valley Asset Management Partners
Tennessee
$6.44M
MWA
567
Muirfield Wealth Advisors
North Carolina
$6.43M
RMDI
568
R.M. Davis Inc
Maine
$6.38M
WFPG
569
Waller Financial Planning Group
Ohio
$6.38M
IWP
570
IAG Wealth Partners
Wisconsin
$6.36M
RWP
571
Ridgecrest Wealth Partners
California
$6.36M
AIM
572
Aspen Investment Management
Michigan
$6.28M
SA
573
Strategic Advisors
New York
$6.24M
SLWA
574
San Luis Wealth Advisors
California
$6.24M
LNB
575
Ledyard National Bank
$6.23M