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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
GFG
2026
Grantvest Financial Group
New Jersey
$320K
WWM
2027
Woodside Wealth Management
Massachusetts
$319K
WE
2028
Wealth Effects
Massachusetts
$318K
HI
2029
Hendershot Investments
Virginia
$318K
LHWM
2030
Lake Hills Wealth Management
Texas
$318K
MSF
2031
Mustard Seed Financial
Arkansas
$317K
DWMS
2032
Dominguez Wealth Management Solutions
Virginia
$316K
BAM
2033
Bosun Asset Management
Illinois
$316K
ACA
2034
Aspire Capital Advisors
Washington
$316K
MSG
2035
Main Street Group
Virginia
$315K
SEM
2036
Suncoast Equity Management
Florida
$315K
ECA
2037
Elevated Capital Advisors
Utah
$315K
MPWS
2038
McCarter Private Wealth Services
Massachusetts
$314K
RWB
2039
RMR Wealth Builders
New Jersey
$313K
ST
2040
Sentinel Trust
Texas
$313K
CG
2041
Cynosure Group
Utah
$312K
OCM
2042
Osbon Capital Management
Massachusetts
$312K
MG
2043
McHugh Group
Ohio
$312K
CWA
2044
Continuum Wealth Advisors
New York
$312K
MCP
2045
Mirador Capital Partners
California
$311K
RIS
2046
Retirement Income Solutions
Michigan
$311K
B
2047
BetterWealth
California
$311K
SWM
2048
SHP Wealth Management
Massachusetts
$310K
BCFS
2049
Butensky & Cohen Financial Security
Florida
$309K
P
2050
Palladiem
Pennsylvania
$308K