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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 %
ARIS
276
Advanced Research Investment Solutions
California
$11.8M +$120K +706 +1%
JWBC
277
J.W. Burns & Co
New York
$11.7M +$614K +3,603 +6%
DWM
278
Dakota Wealth Management
Florida
$11.7M -$567K -3,329 -5%
VVP
279
Venture Visionary Partners
Ohio
$11.7M +$1.34M +7,854 +13%
WT
280
Whittier Trust
California
$11.7M -$76.9K -451 -0.7%
ACA
281
Aptus Capital Advisors
Alabama
$11.6M -$2.33M -13,686 -17%
BIAS
282
Beacon Investment Advisory Services
New Jersey
$11.5M +$939K +5,513 +9%
JAG
283
Journey Advisory Group
Kentucky
$11.5M +$872K +5,118 +8%
MSFS
284
Main Street Financial Solutions
Pennsylvania
$11.5M +$712K +4,181 +7%
CW
285
CreativeOne Wealth
Kansas
$11.4M -$1.53M -9,001 -12%
ECM
286
Evergreen Capital Management
Washington
$11.4M -$584K -3,429 -5%
KPWS
287
Kestra Private Wealth Services
Texas
$11.4M -$1.09M -6,389 -9%
KDA
288
Kraft Davis & Associates
Missouri
$11.3M +$42.7K +247 +0.4%
AC
289
Apella Capital
Connecticut
$11.3M +$31K +184 +0.3%
BFG
290
Beacon Financial Group
Texas
$11.2M +$695K +4,081 +7%
ONB
291
Old National Bancorp
Indiana
$11.2M -$207K -1,213 -2%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$11.1M -$380K -2,228 -3%
HNWAG
293
High Net Worth Advisory Group
Florida
$11.1M -$53K -311 -0.5%
PWM
294
Perigon Wealth Management
California
$11M +$7.63M +44,799 +227%
ACI
295
Alpha Cubed Investments
California
$11M -$458K -2,690 -4%
DBRC
296
D.B. Root & Company
Pennsylvania
$10.9M -$403K -2,367 -4%
TVAMP
297
Tennessee Valley Asset Management Partners
Tennessee
$10.8M +$5.43M +31,876 +100%
SAMT
298
Select Asset Management & Trust
Pennsylvania
$10.8M +$946K +5,552 +10%
CWM
299
Circle Wealth Management
New Jersey
$10.7M
HWA
300
HHM Wealth Advisors
Tennessee
$10.7M +$804K +4,720 +8%