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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
VR
901
Vision Retirement
New Jersey
$2.63M
SFG
902
Sunburst Financial Group
Alabama
$2.63M
EWM
903
Evercore Wealth Management
New York
$2.62M
GC
904
Grimes & Company
Massachusetts
$2.62M
FCAS
905
First Command Advisory Services
Texas
$2.61M
PS
906
Principal Securities
Iowa
$2.6M
NMCM
907
Nicholson Meyer Capital Management
Missouri
$2.6M
BBFA
908
Brindle & Bay Financial Advisors
Texas
$2.57M
TFS
909
Thoroughbred Financial Services
Tennessee
$2.57M
FWI
910
Facet Wealth Inc
Maryland
$2.57M
AG
911
ASO Group
$2.56M
BC
912
Bulwark Capital
Florida
$2.55M
SIA
913
Sage Investment Advisers
New York
$2.55M
FDCDDQ
914
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55M
BCM
915
Becker Capital Management
Oregon
$2.53M
CIAS
916
Capital Investment Advisory Services
North Carolina
$2.52M
AR
917
Advisory Research
Illinois
$2.51M
IAIM
918
International Assets Investment Management
Florida
$2.5M
WFA
919
Wellspring Financial Advisors
Ohio
$2.49M
CWMGO
920
Capstone Wealth Management Group (Oregon)
Oregon
$2.49M
RA
921
RFG Advisory
Alabama
$2.49M
CA
922
CGN Advisors
Kansas
$2.49M
PIA
923
Perennial Investment Advisors
California
$2.48M
AIA
924
AIMZ Investment Advisors
California
$2.47M
WAM
925
Weinberger Asset Management
California
$2.47M