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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
SWM
2101
SilverOak Wealth Management
Minnesota
$283K
GCM
2102
Gunpowder Capital Management
Maryland
$283K
UFPG
2103
United Financial Planning Group
New York
$283K
RFA
2104
Reyes Financial Architecture
California
$282K
MAM
2105
Milestone Asset Management
Pennsylvania
$281K
NLP
2106
Next Level Private
New York
$280K
FSWA
2107
Financial Synergies Wealth Advisors
Texas
$280K
SC
2108
Schubert & Co
Texas
$280K
TW
2109
TritonPoint Wealth
Maryland
$278K
OPA
2110
Old Port Advisors
Maine
$277K
AFA
2111
Alpha Financial Advisors
North Carolina
$277K
RMC
2112
Resources Management Corp
Connecticut
$276K
HP
2113
Haven Private
Florida
$275K
RWM
2114
RMG Wealth Management
Wisconsin
$275K
HT
2115
Headlands Technologies
Illinois
$274K
TCM
2116
Triumph Capital Management
Colorado
$273K
EAM
2117
Empirical Asset Management
Massachusetts
$271K
CHC
2118
City Holding Co
West Virginia
$269K
MIA
2119
Milestone Investment Advisors
Wisconsin
$269K
PSA
2120
Plum Street Advisors
Louisiana
$269K
LBWM
2121
Left Brain Wealth Management
Illinois
$269K
EP
2122
Edgestream Partners
New Jersey
$268K
SIA
2123
Spectrum Investment Advisors
Wisconsin
$268K
AWA
2124
Archvest Wealth Advisors
California
$267K
IWM
2125
IMG Wealth Management
Florida
$267K