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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
GLR
1426
Great Lakes Retirement
Ohio
$841K
TWA
1427
TCI Wealth Advisors
Arizona
$840K
EC
1428
EdgeRock Capital
Colorado
$840K
GT
1429
Glenview Trust
Kentucky
$839K
AW
1430
Alteri Wealth
California
$839K
TTWM
1431
TCV Trust & Wealth Management
Virginia
$837K
PMFA
1432
Plante Moran Financial Advisors
Michigan
$836K
RWP
1433
Revolve Wealth Partners
New Jersey
$835K
Envestnet Portfolio Solutions
1434
Envestnet Portfolio Solutions
Illinois
$835K
NWA
1435
Northwest Wealth Advisors
Washington
$834K
3IP
1436
3Chopt Investment Partners
Virginia
$833K
LIA
1437
LBMC Investment Advisors
Tennessee
$828K
BI
1438
Bolthouse Investments
California
$827K
MTIC
1439
Missouri Trust & Investment Company
Missouri
$826K
BIM
1440
Bridges Investment Management
Nebraska
$825K
BPC
1441
Bearing Point Capital
Minnesota
$822K
BWMG
1442
Barnes Wealth Management Group
California
$822K
BRWA
1443
B. Riley Wealth Advisors
Florida
$821K
IB
1444
Intrust Bank
Kansas
$817K
LWA
1445
Lantern Wealth Advisors
New York
$816K
KFS
1446
Krane Financial Solutions
California
$814K
O3W
1447
Omni 360 Wealth
New Jersey
$812K
NWA
1448
New World Advisors
Massachusetts
$811K
MBTD
1449
Mechanics Bank - Trust Department
California
$810K
SWM
1450
Seaside Wealth Management
California
$809K