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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 %
SFP
351
Sandbox Financial Partners
Maryland
$9.32M +$368K +2,015 +4%
CIA
352
Capital Investment Advisors
Georgia
$9.32M +$89.1K +488 +1%
SFA
353
Souders Financial Advisors
Ohio
$9.21M +$308K +1,687 +3%
BFO
354
Boston Family Office
Massachusetts
$9.15M +$180K +986 +2%
WFA
355
West Financial Advisors
Iowa
$9.11M -$248K -1,359 -3%
KC
356
Kades & Cheifetz
Pennsylvania
$9.09M -$69K -378 -0.8%
FHA
357
First Horizon Advisors
Tennessee
$9.01M +$21.2K +116 +0.2%
SWA
358
Safir Wealth Advisors
New Hampshire
$8.99M -$26.7K -146 -0.3%
NSIM
359
North Star Investment Management
Illinois
$8.97M -$82K -449 -0.9%
IA
360
IFG Advisory
Georgia
$8.89M +$631K +3,454 +8%
HWA
361
Heritage Wealth Advisors
Virginia
$8.84M -$29.2K -160 -0.3%
MGIA
362
Moneta Group Investment Advisors
Missouri
$8.81M +$1.55M +8,500 +21%
VWM
363
Vigilare Wealth Management
Arizona
$8.77M +$214K +1,170 +2%
SFI
364
SPC Financial Inc
Maryland
$8.74M +$192K +1,051 +2%
1WA
365
180 Wealth Advisors
Washington
$8.72M -$123K -664 -1%
CWA
366
Cascade Wealth Advisors
Washington
$8.71M +$486K +2,609 +6%
WP
367
Wealthspan Partners
Iowa
$8.7M -$172K -941 -2%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$8.69M +$684K +3,747 +9%
ACI
369
Alpha Cubed Investments
California
$8.6M -$232K -1,271 -3%
OCM
370
Orion Capital Management
California
$8.58M -$198K -1,086 -2%
SFM
371
Signet Financial Management
New Jersey
$8.57M -$155K -848 -2%
BCA
372
Bay Colony Advisors
Massachusetts
$8.54M +$488K +2,674 +6%
AWM
373
Apollon Wealth Management
South Carolina
$8.49M -$3.27M -17,932 -28%
KFS
374
Kaizen Financial Strategies
California
$8.46M +$270K +1,433 +3%
BFM
375
Boston Financial Management
Massachusetts
$8.45M +$199K +1,089 +2%