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Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$15.4M -$197K -1,078 -1%
KWM
227
Kingsview Wealth Management
Oregon
$15.4M +$1.24M +6,804 +9%
CAM
228
Cozad Asset Management
Illinois
$15.4M -$189K -1,033 -1%
SW
229
SVB Wealth
Massachusetts
$15.2M -$1.15M -6,274 -7%
CWA
230
Clarity Wealth Advisors
California
$15.2M +$10.8K +59 +0.1%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$15.2M +$113K +619 +0.7%
JMFC
232
J.M. Forbes & Co
Massachusetts
$15.1M +$65K +356 +0.4%
CW
233
CreativeOne Wealth
Kansas
$15.1M -$73.7K -404 -0.5%
CRC
234
Curi RMB Capital
Illinois
$15M -$90.9K -498 -0.6%
OBWG
235
Onyx Bridge Wealth Group
New York
$14.9M +$10.4K +57 +0.1%
RBC
236
Romano Brothers & Co
Illinois
$14.8M +$1.19M +6,533 +9%
HSA
237
HBK Sorce Advisory
Pennsylvania
$14.7M -$473K -2,589 -3%
AMG
238
Asset Management Group
Connecticut
$14.7M -$133K -729 -0.9%
PD
239
Planning Directions
Pennsylvania
$14.6M -$314K -1,718 -2%
MFG
240
Mosaic Financial Group
Illinois
$14.5M +$2.16M +11,853 +17%
HAFS
241
Hapanowicz & Associates Financial Services
Pennsylvania
$14.4M +$481K +2,636 +3%
HSG
242
Helen Stephens Group
Texas
$14.4M +$761K +4,171 +6%
ERFOTCOFW
243
Employees Retirement Fund of the City of Fort Worth
Texas
$14.2M -$2.55M -13,949 -15%
FIC
244
Family Investment Center
Missouri
$14.2M +$151K +826 +1%
FFWA
245
FRG Family Wealth Advisors
Washington
$14.2M -$60.9K -333 -0.4%
MAM
246
Madison Asset Management
Wisconsin
$14.2M -$768K -4,206 -5%
ZB
247
Zions Bancorporation
Utah
$14.2M -$1.59M -8,711 -10%
RIL
248
Rothschild Investment LLC
Illinois
$14.2M +$69.4K +380 +0.5%
SC
249
Syon Capital
California
$14.1M -$88.9K -487 -0.6%
MMA
250
Miracle Mile Advisors
California
$14.1M -$52.2K -286 -0.4%