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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 %
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$9.72M -$77.9K -457 -0.8%
TCA
327
Transcend Capital Advisors
New Jersey
$9.71M +$79.1K +464 +0.8%
WLIM
328
White Lighthouse Investment Management
Massachusetts
$9.69M -$186K -1,094 -2%
AA
329
Ancora Advisors
Ohio
$9.67M -$17.7M -105,490 -65%
ICMP
330
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.67M -$293K -1,718 -3%
HI
331
Harbour Investments
Wisconsin
$9.62M +$619K +3,634 +7%
EFS
332
Essex Financial Services
Connecticut
$9.61M -$102K -597 -1%
AF
333
Apollon Financial
South Carolina
$9.61M +$9.61M +56,368 New
SCA
334
Sandy Cove Advisors
Massachusetts
$9.59M -$484K -2,843 -5%
AllianceBernstein
335
AllianceBernstein
Tennessee
$9.51M +$708K +4,157 +8%
AWP
336
Accretive Wealth Partners
New Jersey
$9.49M +$364K +2,138 +4%
ACS
337
Archford Capital Strategies
Illinois
$9.48M +$1.12M +6,595 +13%
GRP
338
Global Retirement Partners
California
$9.48M +$3.79M +22,310 +67%
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$9.39M -$295K -1,730 -3%
WFA
340
West Financial Advisors
Iowa
$9.38M -$18.7K -110 -0.2%
CIA
341
Capital Investment Advisors
Georgia
$9.27M +$897K +5,263 +11%
CA
342
Cornerstone Advisory
Maryland
$9.26M +$184K +1,082 +2%
FHC
343
First Heartland Consultants
Missouri
$9.21M +$20.4K +120 +0.2%
AC
344
ASB Consultores
Florida
$9.17M -$9.42M -55,301 -51%
WA1
345
Wimmer Associates 1
California
$9.17M +$300K +1,763 +3%
SCM
346
Sebold Capital Management
Illinois
$9.12M +$4.18M +24,514 +85%
OC
347
Oppenheimer & Co
New York
$9.12M +$610K +3,579 +7%
LIA
348
LS Investment Advisors
Michigan
$9.11M -$1.25M -7,333 -12%
RCAG
349
Rehmann Capital Advisory Group
Michigan
$9.06M -$306K -1,796 -3%
JFG
350
Jefferies Financial Group
New York
$9.02M +$900K +5,279 +11%