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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 %
OPCM
376
Osborne Partners Capital Management
California
$8.44M -$382K -2,092 -4%
SC
377
Savant Capital
Illinois
$8.4M +$1.84M +10,074 +28%
CAL
378
Capital Analysts LLC
Pennsylvania
$8.39M +$1.25M +6,866 +18%
GWSA
379
Global Wealth Strategies & Associates
Colorado
$8.38M -$1.2M -6,594 -13%
MAC
380
Mason & Associates (California)
California
$8.36M -$1.12M -6,161 -12%
DCM
381
Donaldson Capital Management
Indiana
$8.33M +$241K +1,318 +3%
WIC
382
Woodmont Investment Counsel
Tennessee
$8.32M -$250K -1,367 -3%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$8.32M +$236K +1,291 +3%
SB
384
Strategic Blueprint
Georgia
$8.25M +$127K +695 +2%
WTC
385
WhitTier Trust Company
Nevada
$8.25M +$125K +684 +2%
EWM
386
Evergreen Wealth Management
Michigan
$8.23M
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$8.18M +$40.2K +220 +0.5%
WF
388
Warner Financial
Maryland
$8.14M -$146K -799 -2%
CFP
389
Cascade Financial Partners
California
$8.13M +$8.4K +46 +0.1%
TWC
390
TD Waterhouse Canada
Ontario, Canada
$8.12M +$171K +940 +2%
SCA
391
Stokes Capital Advisors
South Carolina
$8.1M -$482K -2,639 -6%
GJWM
392
Gilliland Jeter Wealth Management
Arkansas
$8.04M -$19K -104 -0.2%
WPWM
393
Windward Private Wealth Management
Kansas
$8.03M -$513K -2,808 -6%
JFG
394
Jefferies Financial Group
New York
$8.01M -$1.54M -8,439 -16%
FP
395
Financial Perspectives
Minnesota
$8M -$23.7K -130 -0.3%
YWM
396
Yoder Wealth Management
California
$7.96M -$241K -1,319 -3%
PC
397
Pecaut & Co
Iowa
$7.93M +$242K +1,328 +3%
GSIAS
398
Garden State Investment Advisory Services
New Jersey
$7.93M +$137K +743 +2%
KL
399
KWMG LLC
Kansas
$7.93M +$42.5K +233 +0.5%
CIA
400
Compass Ion Advisors
Pennsylvania
$7.93M +$18.3K +100 +0.2%