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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 %
MCM
301
Mendel Capital Management
Arkansas
$11.1M -$184K -1,007 -2%
IA
302
IFP Advisors
Florida
$11.1M -$319K -1,749 -3%
KP
303
Kitching Partners
Pennsylvania
$11M +$303K +1,661 +3%
IFA
304
Interactive Financial Advisors
Illinois
$11M -$124K -681 -1%
UCFA
305
United Capital Financial Advisors
Texas
$11M +$168K +919 +2%
TWP
306
Tyche Wealth Partners
Texas
$11M +$57.5K +315 +0.5%
PA
307
Parallel Advisors
California
$11M -$1.19M -6,521 -10%
AWP
308
Accretive Wealth Partners
New Jersey
$11M +$181K +992 +2%
GRP
309
Global Retirement Partners
California
$11M +$125K +687 +1%
HI
310
Harbour Investments
Wisconsin
$10.9M +$96.9K +531 +0.9%
AP
311
Advisors Preferred
Maryland
$10.9M +$1.6M +8,787 +17%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$10.9M -$506K -2,772 -4%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$10.8M -$199K -1,089 -2%
AA
314
Ancora Advisors
Ohio
$10.8M -$521K -2,852 -5%
DWP
315
Destiny Wealth Partners
Florida
$10.8M -$23K -126 -0.2%
SWA
316
Stratos Wealth Advisors
Ohio
$10.6M +$2.15M +11,778 +25%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$10.6M +$326K +1,785 +3%
ACS
318
Archford Capital Strategies
Illinois
$10.6M +$212K +1,159 +2%
CA
319
Cornerstone Advisory
Maryland
$10.4M +$6.94K +38 +0.1%
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3M -$1.75M -9,530 -15%
WLIM
321
White Lighthouse Investment Management
Massachusetts
$10.3M -$76.7K -420 -0.7%
SC
322
SouthState Corp
Florida
$10.2M +$2.3M +12,575 +29%
SCA
323
Sandy Cove Advisors
Massachusetts
$10.1M -$118K -645 -1%
SCM
324
Sebold Capital Management
Illinois
$10.1M +$34.1K +187 +0.3%
WA1
325
Wimmer Associates 1
California
$10.1M +$307K +1,684 +3%