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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
CMAI
1401
Capital Management Associates Inc
Minnesota
$901K
VDI
1402
Vaughan David Investments
Illinois
$893K
SIAP
1403
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$892K
WH
1404
Willner & Heller
California
$891K
TA
1405
TruWealth Advisors
Louisiana
$888K
AAM
1406
Aureus Asset Management
Massachusetts
$887K
FWA
1407
Flagship Wealth Advisors
Massachusetts
$887K
LA
1408
Legacy Advisors
Pennsylvania
$883K
MPWT
1409
MassMutual Private Wealth & Trust
Connecticut
$883K
CA
1410
CoreCap Advisors
Michigan
$879K
CFB
1411
Cullen/Frost Bankers
Texas
$879K
FB
1412
First Bancorp
Maine
$877K
VDBMI
1413
Van Den Berg Management I
Texas
$874K
LFS
1414
Lutz Financial Services
Nebraska
$871K
CHWM
1415
Cauble & Harre Wealth Management
Missouri
$867K
BBA
1416
BLB&B Advisors
Pennsylvania
$865K
LCM
1417
LVM Capital Management
Michigan
$864K
TSMHT
1418
Thurston Springer Miller Herd & Titak
Indiana
$864K
SP
1419
Sequent Planning
Nebraska
$861K
PVI
1420
Pine Valley Investments
New Jersey
$856K
IFA
1421
Independence Financial Advisors
New Hampshire
$853K
TC
1422
Trilogy Capital
California
$853K
ADL
1423
Asset Dedication LLC
California
$851K
SWM
1424
Sendero Wealth Management
Texas
$846K
CICC
1425
Capital Investment Counsel (Colorado)
Colorado
$842K