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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
MF
976
Meridian Financial
Massachusetts
$2.18M
LI
977
LRI Investments
Florida
$2.18M
MWM
978
Mascoma Wealth Management
New Hampshire
$2.16M
GLA
979
Great Lakes Advisors
Illinois
$2.16M
BAM
980
BOS Asset Management
Illinois
$2.16M
JGCM
981
Joseph Group Capital Management
Ohio
$2.15M
RSWA
982
Robinson Smith Wealth Advisors
Maine
$2.15M
DW
983
Durante & Waters
New York
$2.14M
MA
984
MKT Advisors
California
$2.14M
KA
985
KDT Advisors
New York
$2.14M
LBC
986
Lowe Brockenbrough & Co
Virginia
$2.13M
BCA
987
Bitterroot Capital Advisors
Montana
$2.13M
DWM
988
Defined Wealth Management
Oregon
$2.13M
FFA
989
Founders Financial Alliance
North Carolina
$2.13M
AUB
990
Atlantic Union Bankshares
Virginia
$2.12M
SW
991
Simplicity Wealth
New Jersey
$2.12M
RIA
992
RPG Investment Advisory
California
$2.11M
MW
993
Members Wealth
Pennsylvania
$2.1M
TA
994
TrueWealth Advisors
Alabama
$2.1M
FWCM
995
Ferguson Wellman Capital Management
Oregon
$2.1M
OAG
996
Oakmont Advisory Group
New Mexico
$2.09M
WB
997
West Bancorporation
Iowa
$2.09M
Renaissance Technologies
998
Renaissance Technologies
New York
$2.09M
SRWM
999
Shira Ridge Wealth Management
California
$2.08M
1L
1000
10Elms LLP
Oklahoma
$2.08M