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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
SIC
2351
SJS Investment Consulting
Ohio
$126K
BAM
2352
Bellevue Asset Management
Washington
$125K
Toronto Dominion Bank
2353
Toronto Dominion Bank
Ontario, Canada
$123K
CFSG
2354
Community Financial Services Group
Vermont
$118K
WT
2355
WHI Trust
Illinois
$118K
TWIM
2356
TIAA Wealth Investment Management
New York
$111K
TC
2357
Truvestments Capital
Florida
$111K
SGK
2358
Steigerwald Gordon & Koch
Virginia
$109K
FDW
2359
Fourth Dimension Wealth
Ohio
$109K
UCB
2360
United Community Bank
South Carolina
$108K
PUI
2361
Purpose Unlimited Inc
$106K
CFG
2362
Clayton Financial Group
Missouri
$105K
CT
2363
Coastline Trust
Rhode Island
$105K
IW
2364
Imprint Wealth
South Carolina
$105K
PPC
2365
Park Place Capital
Alabama
$104K
LA
2366
LM Advisors
California
$101K
GFA
2367
Godfrey Financial Associates
New York
$96.1K
TFA
2368
Toth Financial Advisory
Virginia
$94.6K
APW
2369
Aventura Private Wealth
Florida
$91.6K
LAM
2370
Lummis Asset Management
Texas
$91.5K
Kayne Anderson Rudnick Investment Management
2371
Kayne Anderson Rudnick Investment Management
California
$89.9K
MWA
2372
Merkkuri Wealth Advisors
New York
$88.4K
CSPIA
2373
Cary Street Partners Investment Advisory
Virginia
$86K
CB
2374
Centennial Bank
Arkansas
$86K
TCM
2375
Tradewinds Capital Management
Washington
$85.2K