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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
SI
201
SimpliFi Inc
California
$22.8M
JWBC
202
J.W. Burns & Co
New York
$22.7M
NW
203
NewEdge Wealth
Pennsylvania
$22.7M
IA
204
IFP Advisors
Florida
$22.5M
JRPCML
205
J. R. Prunier Capital Management LLC
Massachusetts
$22.5M
FC
206
Family CFO
California
$22.4M
CMP
207
Coston McIsaac & Partners
Maine
$22.4M
CWA
208
Clarity Wealth Advisors
California
$22.4M
SCA
209
Snowden Capital Advisors
New York
$22M
SS
210
SBI Securities
Japan
$21.8M
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$21.7M
CCW
212
Coastline Complete Wealth
South Carolina
$21.7M
WWA
213
Wingate Wealth Advisors
Massachusetts
$21.7M
FPW
214
Flywheel Private Wealth
California
$21.7M
OIA
215
OneDigital Investment Advisors
Kansas
$21.7M
MWM
216
Mittelman Wealth Management
Massachusetts
$21.6M
RBC
217
Romano Brothers & Co
Illinois
$21.6M
FC
218
Fusion Capital
South Carolina
$21.6M
JSL
219
JT Stratford LLC
Georgia
$21.6M
JGIA
220
Jackson Grant Investment Advisers
Connecticut
$21.5M
REMPR
221
Roof Eidam Maycock Peralta (REMP)
California
$21.4M
Lido Advisors
222
Lido Advisors
California
$21.4M
SCM
223
SCS Capital Management
Massachusetts
$21.3M
RPGK
224
Retirement Planning Group (Kansas)
Kansas
$21M
CW
225
CreativeOne Wealth
Kansas
$21M