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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
TWM
1451
Thrive Wealth Management
Pennsylvania
$809K
VR
1452
Valued Retirements
Texas
$808K
WIM
1453
WealthPlan Investment Management
Nebraska
$804K
NFS
1454
NewCorp Financial Services
Georgia
$803K
GAM
1455
Gemmer Asset Management
California
$802K
MDA
1456
Minot DeBlois Advisors
Massachusetts
$800K
PRS
1457
Pinkerton Retirement Specialists
Idaho
$798K
CC
1458
Courier Capital
New York
$797K
KIG
1459
Kennedy Investment Group
New Jersey
$797K
MFG
1460
Magnus Financial Group
New York
$796K
RMC
1461
Ring Mountain Capital
California
$795K
HA
1462
Hegarty Advisors
New York
$793K
AIS
1463
AM Investment Strategies
Tennessee
$793K
AWM
1464
Avaii Wealth Management
Wisconsin
$792K
AIA
1465
Aventus Investment Advisors
Florida
$790K
BCA
1466
Bay Capital Advisors
Virginia
$787K
PFG
1467
Prospect Financial Group
Virginia
$786K
TWM
1468
Topsail Wealth Management
North Carolina
$785K
HH
1469
Hilltop Holdings
Texas
$784K
AG
1470
AmeriFlex Group
Nevada
$784K
EFP
1471
Elser Financial Planning
Indiana
$784K
FCIM
1472
Fairview Capital Investment Management
California
$783K
FRA
1473
Frank Rimerman Advisors
California
$783K
BWP
1474
BlueStem Wealth Partners
Minnesota
$781K
WI
1475
Westbourne Investments
Virginia
$776K