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Vanguard Dividend Appreciation ETF

2,010 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+196
Holders Change %
+10.8%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
274
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Shares
Change %
OHIS
251
Oak Harvest Investment Services
Texas
$13.4M +$215K +1,259 +2%
BCA
252
Bay Colony Advisors
Massachusetts
$13.4M -$5.6M -32,886 -29%
BMCM
253
Bryn Mawr Capital Management
Pennsylvania
$13.3M -$207K -1,214 -2%
SCA
254
Snowden Capital Advisors
New York
$13.2M -$310K -1,817 -2%
HAFS
255
Hapanowicz & Associates Financial Services
Pennsylvania
$13.2M +$901K +5,290 +7%
CMP
256
Coston McIsaac & Partners
Maine
$13.2M +$410K +2,406 +3%
RC
257
Rovin Capital
Arizona
$13.2M -$5.83M -34,202 -31%
SWP
258
Stratos Wealth Partners
Ohio
$13.2M +$69.2K +406 +0.5%
RIL
259
Rothschild Investment LLC
Illinois
$13M +$429K +2,517 +3%
Millennium Management
260
Millennium Management
New York
$12.8M +$9.42M +55,265 +281%
AGC
261
Aspen Grove Capital
Colorado
$12.7M +$464K +2,729 +4%
GC
262
Garde Capital
Washington
$12.7M
WI
263
Wintrust Investments
Illinois
$12.6M +$128K +749 +1%
RIA
264
Regal Investment Advisors
Michigan
$12.6M -$492K -2,885 -4%
IAN
265
Integrated Advisors Network
Texas
$12.6M -$184K -1,081 -1%
MAM
266
Madison Asset Management
Wisconsin
$12.5M +$6.51M +38,216 +109%
RBC
267
Romano Brothers & Co
Illinois
$12.4M +$886K +5,202 +8%
BFAG
268
Blackston Financial Advisory Group
Florida
$12.4M -$84.5K -496 -0.7%
VFPI
269
Vantage Financial Partners (Illinois)
Illinois
$12.3M +$10.6M +61,947 +594%
KWM
270
Kingsview Wealth Management
Oregon
$12.2M -$398K -2,337 -3%
PWW
271
Pettyjohn Wood & White
Virginia
$12.1M -$99K -581 -0.8%
SF
272
Synovus Financial
Georgia
$12.1M -$52M -305,145 -81%
HSG
273
Helen Stephens Group
Texas
$11.9M +$638K +3,743 +6%
SWA
274
Strategies Wealth Advisors
Michigan
$11.9M -$325K -1,906 -3%
JPG
275
Jordan Park Group
California
$11.9M