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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 %
SFM
376
Signet Financial Management
New Jersey
$8.2M -$3.75K -22 -0%
SFA
377
Souders Financial Advisors
Ohio
$8.19M +$172K +1,011 +2%
CFA
378
Capstone Financial Advisors
Illinois
$8.18M -$759K -4,457 -8%
NSIM
379
North Star Investment Management
Illinois
$8.16M +$90.1K +529 +1%
LFAS
380
Level Four Advisory Services
Texas
$8.16M -$254K -1,493 -3%
CFP
381
Cypress Financial Planning
New Jersey
$8.12M -$6.67M -39,570 -45%
SCA
382
Stokes Capital Advisors
South Carolina
$8.11M -$4.76M -27,942 -37%
WIC
383
Woodmont Investment Counsel
Tennessee
$8.11M -$119K -700 -1%
1WA
384
180 Wealth Advisors
Washington
$8.05M -$73.1K -430 -0.9%
SWA
385
Safir Wealth Advisors
New Hampshire
$8.04M -$80.4K -472 -1%
AP
386
Americana Partners
Texas
$8.03M +$1.11M +6,555 +16%
WP
387
WealthShield Partners
North Carolina
$7.96M -$285K -1,670 -3%
BIA
388
Bigelow Investment Advisors
Maine
$7.92M -$266K -1,560 -3%
SWA
389
Stratos Wealth Advisors
Ohio
$7.89M -$214K -1,258 -3%
LNB
390
Ledyard National Bank
$7.87M -$194K -1,141 -2%
YWM
391
Yoder Wealth Management
California
$7.85M -$26.1K -153 -0.3%
SFP
392
Sandbox Financial Partners
Maryland
$7.81M -$32K -188 -0.4%
BFM
393
Boston Financial Management
Massachusetts
$7.72M -$19.4K -114 -0.3%
EWM
394
Evergreen Wealth Management
Michigan
$7.68M +$70.4K +413 +0.9%
WF
395
Warner Financial
Maryland
$7.68M +$110K +646 +1%
FP
396
Financial Perspectives
Minnesota
$7.68M +$3.58K +21 +0%
FHA
397
First Horizon Advisors
Tennessee
$7.63M +$473K +2,778 +7%
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$7.62M -$1.53K -9 -0%
Thrivent Financial for Lutherans
399
Thrivent Financial for Lutherans
Minnesota
$7.6M +$1.05M +6,189 +16%
GWSG
400
GPS Wealth Strategies Group
Colorado
$7.56M -$1.11M -6,529 -13%