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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
HCM
951
Hicks Capital Management
Ohio
$2.4M
EAM
952
Evanson Asset Management
California
$2.4M
TCM
953
Tandem Capital Management
New Jersey
$2.4M
CLIP
954
Colter Lewis Investment Partners
Connecticut
$2.4M
WJWM
955
Williams Jones Wealth Management
New York
$2.38M
DWAM
956
Duncan Williams Asset Management
Tennessee
$2.37M
AssetMark Inc
957
AssetMark Inc
California
$2.37M
BB
958
Berkshire Bank
Massachusetts
$2.36M
RMCM
959
Reynders McVeigh Capital Management
Massachusetts
$2.34M
VHAM
960
Van Hulzen Asset Management
California
$2.34M
WAM
961
WNY Asset Management
New York
$2.31M
FA
962
FC Advisory
Pennsylvania
$2.31M
SWP
963
Strategic Wealth Partners
Ohio
$2.31M
GKWIM
964
Gerber Kawasaki Wealth & Investment Management
California
$2.3M
RWM
965
Revisor Wealth Management
Ohio
$2.3M
CCWM
966
Cassaday & Co Wealth Management
Virginia
$2.28M
TCMP
967
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.28M
PRP
968
Peak Retirement Planning
Ohio
$2.27M
CA
969
Crewe Advisors
Utah
$2.27M
PCH
970
PGIM Custom Harvest
New Jersey
$2.27M
KP
971
Keel Point
Alabama
$2.27M
AWM
972
Atticus Wealth Management
Florida
$2.25M
BDF
973
Black Diamond Financial
Maryland
$2.25M
TA
974
TPG Advisors
Illinois
$2.25M
TP
975
Thayer Partners
Pennsylvania
$2.24M