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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 %
UB
326
UMB Bank
Missouri
$10.1M -$1.48M -8,087 -13%
ICMP
327
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10M +$106K +581 +1%
WT
328
Washington Trust
Rhode Island
$10M +$299K +1,636 +3%
LIA
329
LS Investment Advisors
Michigan
$10M +$205K +1,122 +2%
SWA
330
Strategies Wealth Advisors
Michigan
$10M -$2.71M -14,839 -21%
IIA
331
Integral Investment Advisors
California
$9.97M +$1.97M +10,715 +25%
OC
332
Oppenheimer & Co
New York
$9.96M -$20.6K -113 -0.2%
JIC
333
Johnson Investment Counsel
Ohio
$9.9M +$290K +1,588 +3%
CCB
334
Country Club Bank
Missouri
$9.9M -$398K -2,168 -4%
MAG
335
M3 Advisory Group
Massachusetts
$9.89M +$479K +2,622 +5%
LFAS
336
Level Four Advisory Services
Texas
$9.87M +$1.13M +6,183 +13%
SFS
337
Security Financial Services
Indiana
$9.79M +$251K +1,377 +3%
CPWA
338
Cerro Pacific Wealth Advisors
California
$9.74M +$9.74M +53,372 New
ACA
339
Aptus Capital Advisors
Alabama
$9.72M -$7.48M -40,986 -43%
SEIA
340
Signature Estate & Investment Advisors
California
$9.71M +$8.11M +44,439 +507%
TNB
341
Thomasville National Bank
Georgia
$9.64M +$254K +1,389 +3%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$9.62M -$373K -2,042 -4%
CIA
343
Choate Investment Advisors
Massachusetts
$9.59M +$208K +1,142 +2%
CAG
344
Crestwood Advisors Group
Massachusetts
$9.54M -$644K -3,530 -6%
BIA
345
Bigelow Investment Advisors
Maine
$9.52M +$85.3K +467 +0.9%
BFG
346
Beacon Financial Group
Texas
$9.51M -$1.12M -6,151 -11%
BC
347
Brio Consultants
California
$9.44M -$616K -3,375 -6%
MWP
348
MYCIO Wealth Partners
Pennsylvania
$9.44M +$6.58K +36 +0.1%
GWMR
349
GC Wealth Management RIA
Massachusetts
$9.38M +$168K +921 +2%
PWM
350
Prentice Wealth Management
New York
$9.33M -$126K -688 -1%