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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
LWMNY
851
Landmark Wealth Management (New York)
New York
$3.03M
Empower Advisory Group
852
Empower Advisory Group
Colorado
$3.02M
EWA
853
Exencial Wealth Advisors
Oklahoma
$3.01M
FWM
854
Forza Wealth Management
Florida
$3.01M
TAM
855
Tocqueville Asset Management
New York
$3.01M
LCAM
856
London & Capital Asset Management
United Kingdom
$3M
AF
857
Affiance Financial
Minnesota
$2.99M
RWM
858
Ritholtz Wealth Management
New York
$2.98M
ACS
859
Archford Capital Strategies
Illinois
$2.96M
MBT
860
Montecito Bank & Trust
California
$2.96M
MCA
861
MSH Capital Advisors
Arizona
$2.95M
WOSD
862
WFA of San Diego
California
$2.94M
SAA
863
Southeast Asset Advisors
Georgia
$2.94M
QCM
864
QRG Capital Management
Illinois
$2.93M
DWT
865
Dorsey & Whitney Trust
South Dakota
$2.92M
HWM
866
Hohimer Wealth Management
Washington
$2.92M
LIA
867
Lynx Investment Advisory
District of Columbia
$2.91M
GCL
868
Gouws Capital LLC
North Carolina
$2.91M
LAM
869
LOM Asset Management
$2.9M
PHS
870
Pekin Hardy Strauss
Illinois
$2.89M
SYBT
871
Stock Yards Bank & Trust
Kentucky
$2.88M
RZH
872
Relyea Zuckerberg Hanson
Connecticut
$2.87M
GW
873
Graetz Wealth
Michigan
$2.86M
CNBTD
874
Citizens National Bank Trust Department
Mississippi
$2.85M
AOWM
875
Asset One Wealth Management
Washington
$2.84M