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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 133 funds opening new positions, 965 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: 47.56%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
Russell Investments Group
1501
Russell Investments Group
United Kingdom
$721K
TSW
1502
Thompson Siegel & Walmsley
Virginia
$719K
OWM
1503
OneAscent Wealth Management
Alabama
$715K
RWPA
1504
Richard W. Paul & Associates
Michigan
$715K
RWM
1505
Riverbend Wealth Management
South Carolina
$714K
PWP
1506
Phillips Wealth Planners
Mississippi
$714K
SOS
1507
Silver Oak Securities
Tennessee
$713K
EPW
1508
Endeavor Private Wealth
Kansas
$712K
IBOK
1509
Independence Bank of Kentucky
Kentucky
$710K
FM
1510
Foster & Motley
Ohio
$709K
FFG
1511
Frisch Financial Group
New York
$707K
CS
1512
Cannell & Spears
New York
$706K
JWM
1513
JGP Wealth Management
Oregon
$703K
MAA
1514
Matrix Asset Advisors
New York
$703K
HA
1515
HFG Advisors
Ohio
$701K
KFP
1516
KMG Fiduciary Partners
Ohio
$700K
HNB
1517
Hilltop National Bank
Wyoming
$698K
TYCC
1518
Texas Yale Capital Corp
Florida
$698K
DCA
1519
DB&C Advisors
Michigan
$697K
RA
1520
Rise Advisors
New York
$697K
LWM
1521
Lakeridge Wealth Management
Ohio
$696K
AGP
1522
Autumn Glory Partners
Texas
$696K
AW
1523
Avion Wealth
Texas
$696K
PCP
1524
Proficio Capital Partners
Massachusetts
$695K
Squarepoint
1525
Squarepoint
New York
$694K