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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
VPIM
1476
Vanguard Personalized Indexing Management
California
$776K
JJBC
1477
James J. Burns & Company
New York
$775K
ST
1478
Smithfield Trust
Pennsylvania
$772K
BIG
1479
Brookwood Investment Group
Arizona
$770K
TWG
1480
The Wealth Group
Minnesota
$768K
FAN
1481
Financial Advisors Network
California
$766K
PCM
1482
Prospera Capital Management
Arizona
$765K
CAAS
1483
Capital Asset Advisory Services
Michigan
$762K
OWP
1484
Obermeyer Wealth Partners
Colorado
$760K
RIM
1485
Rockbridge Investment Management
New York
$759K
NA
1486
Nautilus Advisors
California
$757K
HDIM
1487
Hanson & Doremus Investment Management
Vermont
$756K
SF
1488
Schaeffer Financial
Maryland
$756K
ACP
1489
Arcus Capital Partners
Georgia
$754K
TNBTD
1490
Trustmark National Bank Trust Department
Mississippi
$754K
SG
1491
Sherry Group
Arkansas
$753K
FA
1492
FF Advisors
California
$751K
FNWM
1493
Financial Network Wealth Management
Utah
$751K
LPT
1494
Legacy Private Trust
Wisconsin
$750K
SC
1495
Saiph Capital
New Jersey
$748K
LEFP
1496
Leading Edge Financial Planning
Tennessee
$747K
SCM
1497
Sage Capital Management
New Jersey
$747K
TCM
1498
Telos Capital Management
California
$745K
RCM
1499
Radnor Capital Management
Pennsylvania
$744K
BZWA
1500
Blue Zone Wealth Advisors
California
$741K