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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
DWM
1001
Defined Wealth Management
Oregon
$2.13M
FFA
1002
Founders Financial Alliance
North Carolina
$2.13M
AUB
1003
Atlantic Union Bankshares
Virginia
$2.12M
SW
1004
Simplicity Wealth
New Jersey
$2.12M
RIA
1005
RPG Investment Advisory
California
$2.11M
MW
1006
Members Wealth
Pennsylvania
$2.1M
TA
1007
TrueWealth Advisors
Alabama
$2.1M
FWCM
1008
Ferguson Wellman Capital Management
Oregon
$2.1M
OAG
1009
Oakmont Advisory Group
New Mexico
$2.09M
WB
1010
West Bancorporation
Iowa
$2.09M
Renaissance Technologies
1011
Renaissance Technologies
New York
$2.09M
SRWM
1012
Shira Ridge Wealth Management
California
$2.08M
1L
1013
10Elms LLP
Oklahoma
$2.08M
DWM
1014
Destination Wealth Management
California
$2.06M
CFCI
1015
Comprehensive Financial Consultants Institutional
Indiana
$2.06M
TDC
1016
Thompson Davis & Co
Virginia
$2.05M
FIT
1017
Financially in Tune
Massachusetts
$2.05M
DWS
1018
Discipline Wealth Solutions
South Carolina
$2.04M
SHFA
1019
SC&H Financial Advisors
Maryland
$2.04M
NA
1020
Note Advisors
New York
$2.03M
JBA
1021
Johnson Bixby & Associates
Washington
$2.02M
FWIA
1022
Fort Washington Investment Advisors
Ohio
$2M
WIA
1023
Wetzel Investment Advisors
Indiana
$1.98M
IF
1024
IRON Financial
Illinois
$1.98M
WS
1025
Wedbush Securities
California
$1.98M