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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 132 funds opening new positions, 966 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: 47.57%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
O3W
1426
Omni 360 Wealth
New Jersey
$812K
NWA
1427
New World Advisors
Massachusetts
$811K
MBTD
1428
Mechanics Bank - Trust Department
California
$810K
SWM
1429
Seaside Wealth Management
California
$809K
TWM
1430
Thrive Wealth Management
Pennsylvania
$809K
VR
1431
Valued Retirements
Texas
$808K
WIM
1432
WealthPlan Investment Management
Nebraska
$804K
NFS
1433
NewCorp Financial Services
Georgia
$803K
GAM
1434
Gemmer Asset Management
California
$802K
MDA
1435
Minot DeBlois Advisors
Massachusetts
$800K
PRS
1436
Pinkerton Retirement Specialists
Idaho
$798K
CC
1437
Courier Capital
New York
$797K
KIG
1438
Kennedy Investment Group
New Jersey
$797K
MFG
1439
Magnus Financial Group
New York
$796K
RMC
1440
Ring Mountain Capital
California
$795K
HA
1441
Hegarty Advisors
New York
$793K
AIS
1442
AM Investment Strategies
Tennessee
$793K
AWM
1443
Avaii Wealth Management
Wisconsin
$792K
AIA
1444
Aventus Investment Advisors
Florida
$790K
BCA
1445
Bay Capital Advisors
Virginia
$787K
PFG
1446
Prospect Financial Group
Virginia
$786K
TWM
1447
Topsail Wealth Management
North Carolina
$785K
HH
1448
Hilltop Holdings
Texas
$784K
AG
1449
AmeriFlex Group
Nevada
$784K
EFP
1450
Elser Financial Planning
Indiana
$784K