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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 %
SWM
301
Segment Wealth Management
Texas
$10.6M +$317K +1,859 +3%
MWA
302
Meridian Wealth Advisors
Texas
$10.6M -$4.6K -27 -0%
RJT
303
Raymond James Trust
Florida
$10.6M +$1.41M +8,283 +15%
TWP
304
Tyche Wealth Partners
Texas
$10.6M +$10.6M +62,286 New
LIM
305
Leavell Investment Management
Alabama
$10.6M +$92.2K +541 +0.9%
MCM
306
Mendel Capital Management
Arkansas
$10.5M +$167K +980 +2%
ACM
307
Allred Capital Management
Texas
$10.5M -$1.13M -6,619 -10%
MOS
308
MGO One Seven
Ohio
$10.5M +$4.88M +28,637 +87%
IA
309
IFP Advisors
Florida
$10.5M -$34.9K -205 -0.3%
CCG
310
Chatham Capital Group
Georgia
$10.5M +$533K +3,126 +5%
SW
311
SVB Wealth
Massachusetts
$10.3M -$6.44M -37,790 -38%
MCC
312
Money Concepts Capital
Florida
$10.3M +$361K +2,116 +4%
WAG
313
Wheelhouse Advisory Group
Missouri
$10.2M +$10.2M +59,696 New
BC
314
Brio Consultants
California
$10.1M -$325K -1,909 -3%
SS
315
Simplicity Solutions
Minnesota
$10.1M -$182K -1,069 -2%
BFG
316
Bleakley Financial Group
New Jersey
$10.1M -$182K -1,069 -2%
PA
317
Parallel Advisors
California
$9.97M -$483K -2,834 -5%
UB
318
UMB Bank
Missouri
$9.92M -$4.94K -29 -0%
KP
319
Kitching Partners
Pennsylvania
$9.92M +$9.92M +58,197 New
CCB
320
Country Club Bank
Missouri
$9.85M -$352K -2,063 -3%
MWM
321
Mission Wealth Management
California
$9.82M +$6.31K +37 +0.1%
DWP
322
Destiny Wealth Partners
Florida
$9.82M +$29.8K +177 +0.3%
CFG
323
Carr Financial Group
Massachusetts
$9.78M +$5.47M +32,090 +127%
JWM
324
Jackson Wealth Management
Florida
$9.76M -$183K -1,073 -2%
UCFA
325
United Capital Financial Advisors
Texas
$9.74M -$2.19M -12,865 -18%