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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
ACM
2301
Advance Capital Management
Michigan
$203K
UA
2302
URS Advisory
Florida
$202K
SGWP
2303
Sun Group Wealth Partners
California
$201K
OAS
2304
Optivise Advisory Services
Tennessee
$201K
GCG
2305
Gilbert Capital Group
Maine
$201K
KG
2306
Kilter Group
New York
$200K
HFP
2307
Holistic Financial Partners
Indiana
$200K
ZIM
2308
Zacks Investment Management
Illinois
$200K
FDCP
2309
Foster Dykema Cabot & Partners
Massachusetts
$200K
GGI
2310
Godsey & Gibb Inc
Virginia
$199K
SWA
2311
SOA Wealth Advisors
New York
$196K
DWS
2312
Dynamic Wealth Strategies
California
$193K
TFM
2313
TFC Financial Management
Massachusetts
$193K
FA
2314
Fountainhead AM
New Jersey
$193K
ME
2315
McIlrath & Eck
Washington
$185K
PP
2316
Pacifica Partners
Canada
$184K
AW
2317
Ankerstar Wealth
Texas
$184K
EF
2318
Entrust Financial
Pennsylvania
$184K
WAS
2319
Winch Advisory Services
Wisconsin
$184K
PFBT
2320
Parkside Financial Bank & Trust
Missouri
$183K
TFG
2321
Team Financial Group
California
$182K
TIAA Trust, National Association
2322
TIAA Trust, National Association
North Carolina
$182K
MM
2323
Main Management
California
$179K
RCM
2324
Richardson Capital Management
Wisconsin
$178K
DCM
2325
Dorato Capital Management
Colorado
$175K