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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
PWA
1551
Pitcairn Wealth Advisors
Pennsylvania
$690K
RBWA
1552
RFG - Bristol Wealth Advisors
Massachusetts
$689K
TWM
1553
Tanager Wealth Management
United Kingdom
$687K
FFM
1554
Flagstone Financial Management
Nebraska
$686K
DF
1555
Dunhill Financial
United Kingdom
$682K
WCM
1556
Winebrenner Capital Management
Kentucky
$682K
CWMK
1557
Caliber Wealth Management (Kansas)
Kansas
$681K
TCP
1558
TMB Capital Partners
Arkansas
$678K
NGA
1559
Naples Global Advisors
Florida
$677K
FNB
1560
Farmers National Bank
Kentucky
$677K
MAM
1561
McLean Asset Management
Virginia
$672K
JPWM
1562
Jamison Private Wealth Management
Georgia
$669K
MLFP
1563
MPS Loria Financial Planners
Illinois
$669K
S
1564
SimplyRich
California
$667K
NEWAS
1565
N.E.W. Advisory Services
Wisconsin
$667K
LSWP
1566
Liberty Square Wealth Partners
Pennsylvania
$666K
SLC
1567
Second Line Capital
Louisiana
$665K
BI
1568
Ballast Inc
Kentucky
$665K
SAW
1569
Signal Advisors Wealth
Michigan
$664K
SCA
1570
Scott Capital Advisors
Oregon
$662K
MAC
1571
Mason & Associates (California)
California
$660K
WG
1572
Welch Group
Alabama
$660K
PSF
1573
Pacific Sun Financial
California
$655K
SWIG
1574
Strategic Wealth Investment Group
Kentucky
$655K
IWA
1575
Icon Wealth Advisors
Texas
$654K