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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
RWM
1526
Riverbend Wealth Management
South Carolina
$714K
PWP
1527
Phillips Wealth Planners
Mississippi
$714K
SOS
1528
Silver Oak Securities
Tennessee
$713K
EPW
1529
Endeavor Private Wealth
Kansas
$712K
IBOK
1530
Independence Bank of Kentucky
Kentucky
$710K
FM
1531
Foster & Motley
Ohio
$709K
FFG
1532
Frisch Financial Group
New York
$707K
CS
1533
Cannell & Spears
New York
$706K
JWM
1534
JGP Wealth Management
Oregon
$703K
MAA
1535
Matrix Asset Advisors
New York
$703K
HA
1536
HFG Advisors
Ohio
$701K
KFP
1537
KMG Fiduciary Partners
Ohio
$700K
HNB
1538
Hilltop National Bank
Wyoming
$698K
TYCC
1539
Texas Yale Capital Corp
Florida
$698K
DCA
1540
DB&C Advisors
Michigan
$697K
RA
1541
Rise Advisors
New York
$697K
LWM
1542
Lakeridge Wealth Management
Ohio
$696K
AGP
1543
Autumn Glory Partners
Texas
$696K
AW
1544
Avion Wealth
Texas
$696K
PCP
1545
Proficio Capital Partners
Massachusetts
$695K
Squarepoint
1546
Squarepoint
New York
$694K
SLT
1547
St Louis Trust
Missouri
$694K
EIP
1548
Ellis Investment Partners
Pennsylvania
$693K
OFG
1549
Oxford Financial Group
Indiana
$693K
HCM
1550
Howland Capital Management
Massachusetts
$691K