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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 %
WT
351
Washington Trust
Rhode Island
$8.97M +$119K +697 +1%
VP
352
Verum Partners
North Carolina
$8.97M -$616K -3,617 -6%
JIC
353
Johnson Investment Counsel
Ohio
$8.92M +$1.21M +7,110 +16%
SFS
354
Security Financial Services
Indiana
$8.92M -$38.5K -226 -0.4%
AP
355
Advisors Preferred
Maryland
$8.9M +$7.1M +41,737 +394%
IA
356
IFG Advisory
Georgia
$8.87M +$16K +94 +0.2%
MWP
357
MYCIO Wealth Partners
Pennsylvania
$8.76M +$37.5K +220 +0.4%
HWA
358
Heritage Wealth Advisors
Virginia
$8.73M -$205K -1,203 -2%
PWM
359
Peterson Wealth Management
Nevada
$8.66M -$3.03M -17,780 -26%
TNB
360
Thomasville National Bank
Georgia
$8.6M +$75.1K +441 +0.9%
PWM
361
Prentice Wealth Management
New York
$8.6M +$363K +2,133 +4%
DCM
362
Donaldson Capital Management
Indiana
$8.55M +$1.31M +7,713 +18%
CAG
363
Crestwood Advisors Group
Massachusetts
$8.51M +$2.16M +12,688 +34%
WPWM
364
Windward Private Wealth Management
Kansas
$8.44M -$29.7K -174 -0.4%
OPCM
365
Osborne Partners Capital Management
California
$8.43M -$105K -615 -1%
WP
366
Wealthspan Partners
Iowa
$8.38M -$366K -2,148 -4%
MAG
367
M3 Advisory Group
Massachusetts
$8.38M +$8.38M +49,183 New
Natixis Advisors
368
Natixis Advisors
Massachusetts
$8.36M +$694K +4,075 +9%
GVAG
369
Great Valley Advisor Group
Delaware
$8.33M +$435K +2,552 +6%
SFI
370
SPC Financial Inc
Maryland
$8.33M +$65.8K +386 +0.8%
OCM
371
Orion Capital Management
California
$8.27M +$399K +2,342 +5%
KC
372
Kades & Cheifetz
Pennsylvania
$8.26M +$231K +1,358 +3%
Prudential Financial
373
Prudential Financial
New Jersey
$8.26M -$1.18M -6,922 -13%
BFO
374
Boston Family Office
Massachusetts
$8.24M +$247K +1,449 +3%
VWM
375
Vigilare Wealth Management
Arizona
$8.22M +$17K +100 +0.2%