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Vanguard Dividend Appreciation ETF

2,042 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, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
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
690
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 %
HNWAG
251
High Net Worth Advisory Group
Florida
$14.1M +$405K +2,219 +3%
WI
252
Wintrust Investments
Illinois
$14M +$329K +1,803 +2%
BIAS
253
Beacon Investment Advisory Services
New Jersey
$13.9M +$1.26M +6,882 +10%
AGC
254
Aspen Grove Capital
Colorado
$13.8M
JWBC
255
J.W. Burns & Co
New York
$13.7M +$416K +2,281 +3%
GC
256
Garde Capital
Washington
$13.6M
VVP
257
Venture Visionary Partners
Ohio
$13.6M +$114K +624 +0.8%
CFG
258
Citizens Financial Group
Rhode Island
$13.6M +$5.96M +32,474 +78%
OHIS
259
Oak Harvest Investment Services
Texas
$13.5M -$401K -2,195 -3%
MSFS
260
Main Street Financial Solutions
Pennsylvania
$13.5M +$38.9K +213 +0.3%
JAG
261
Journey Advisory Group
Kentucky
$13.3M +$768K +4,208 +6%
CFG
262
Carr Financial Group
Massachusetts
$13.2M -$284K -1,557 -2%
DBRC
263
D.B. Root & Company
Pennsylvania
$13.1M +$993K +5,441 +8%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$13.1M -$178K -975 -1%
RC
265
Rovin Capital
Arizona
$13M -$2.99M -16,402 -19%
WT
266
Whittier Trust
California
$12.8M -$166K -911 -1%
HWA
267
HHM Wealth Advisors
Tennessee
$12.7M -$275K -1,507 -2%
BRWA
268
B. Riley Wealth Advisors
Florida
$12.7M -$1.5M -8,181 -11%
PWW
269
Pettyjohn Wood & White
Virginia
$12.6M -$81.1K -444 -0.6%
VWA
270
Visionary Wealth Advisors
Illinois
$12.4M -$321K -1,756 -3%
RIA
271
Regal Investment Advisors
Michigan
$12.4M -$164K -899 -1%
PIMG
272
Patriot Investment Management Group
Tennessee
$12.3M -$52.4K -287 -0.4%
WAG
273
Wheelhouse Advisory Group
Missouri
$12.3M +$632K +3,449 +5%
MWA
274
Motive Wealth Advisors
Michigan
$12.3M -$76.5K -419 -0.6%
AP
275
Americana Partners
Texas
$12.3M +$1.68M +9,200 +16%