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Vanguard Dividend Appreciation ETF

2,482 hedge funds and large institutions have $45.7B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 965 increasing their positions, 922 reducing their positions, and 97 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:

5% less capital invested

Capital invested by funds: $48.1B → $45.7B (-$2.32B)

1.42% less ownership

Funds ownership: 47.56%46.15% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 272261 (-11)

Holders
2,482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
261
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
Toronto Dominion Bank
2326
Toronto Dominion Bank
Ontario, Canada
$123K
CFSG
2327
Community Financial Services Group
Vermont
$118K
WT
2328
WHI Trust
Illinois
$118K
TWIM
2329
TIAA Wealth Investment Management
New York
$111K
TC
2330
Truvestments Capital
Florida
$111K
SGK
2331
Steigerwald Gordon & Koch
Virginia
$109K
FDW
2332
Fourth Dimension Wealth
Ohio
$109K
UCB
2333
United Community Bank
South Carolina
$108K
PUI
2334
Purpose Unlimited Inc
$106K
CFG
2335
Clayton Financial Group
Missouri
$105K
CT
2336
Coastline Trust
Rhode Island
$105K
IW
2337
Imprint Wealth
South Carolina
$105K
PPC
2338
Park Place Capital
Alabama
$104K
LA
2339
LM Advisors
California
$101K
GFA
2340
Godfrey Financial Associates
New York
$96.1K
TFA
2341
Toth Financial Advisory
Virginia
$94.6K
APW
2342
Aventura Private Wealth
Florida
$91.6K
LAM
2343
Lummis Asset Management
Texas
$91.5K
Kayne Anderson Rudnick Investment Management
2344
Kayne Anderson Rudnick Investment Management
California
$89.9K
MWA
2345
Merkkuri Wealth Advisors
New York
$88.4K
CSPIA
2346
Cary Street Partners Investment Advisory
Virginia
$86K
CB
2347
Centennial Bank
Arkansas
$86K
TCM
2348
Tradewinds Capital Management
Washington
$85.2K
W
2349
WealthCollab
Washington
$83.9K
SC
2350
Stance Capital
Massachusetts
$82.4K