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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
AWA
1501
Adapt Wealth Advisors
Georgia
$740K
BOJHT
1502
Bank of Jackson Hole Trust
Wyoming
$740K
FGC
1503
First Growth Capital
Maryland
$739K
NA
1504
Nordwand Advisors
Pennsylvania
$738K
TBWA
1505
Three Bridge Wealth Advisors
California
$737K
GBT
1506
Grove Bank & Trust
Florida
$736K
CAM
1507
Clark Asset Management
New Hampshire
$734K
CWM
1508
CCG Wealth Management
California
$733K
AG
1509
AlTi Global
New York
$732K
BCM
1510
Boltwood Capital Management
California
$731K
FGA
1511
Fortis Group Advisors
New Jersey
$730K
KWM
1512
Koa Wealth Management
California
$729K
ATC
1513
Advantage Trust Company
Kansas
$729K
ERIC
1514
Eagle Rock Investment Company
Georgia
$727K
DWA
1515
Delap Wealth Advisory
Oregon
$725K
SAM
1516
SVRN Asset Management
Texas
$725K
PHWM
1517
Pine Harbor Wealth Management
Maryland
$724K
VNA
1518
Valley National Advisers
Pennsylvania
$723K
BWM
1519
BCS Wealth Management
Tennessee
$722K
BMWM
1520
Brown Miller Wealth Management
Virginia
$721K
Russell Investments Group
1521
Russell Investments Group
United Kingdom
$721K
TSW
1522
Thompson Siegel & Walmsley
Virginia
$719K
W
1523
Wealthquest
Ohio
$716K
OWM
1524
OneAscent Wealth Management
Alabama
$715K
RWPA
1525
Richard W. Paul & Associates
Michigan
$715K