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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 %
KFS
401
Kaizen Financial Strategies
California
$7.55M -$175K -1,027 -2%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$7.52M +$655K +3,612 +10%
GIS
403
Grayhawk Investment Strategies
Alberta, Canada
$7.5M -$596K -3,500 -7%
SC
404
SouthState Corp
Florida
$7.49M -$284K -1,664 -4%
GJWM
405
Gilliland Jeter Wealth Management
Arkansas
$7.49M +$7.49M +43,943 New
IWP
406
IAG Wealth Partners
Wisconsin
$7.49M -$463K -2,717 -6%
HB
407
HTLF Bank
Colorado
$7.4M +$7.4M +43,449 New
AIM
408
Allen Investment Management
New York
$7.33M +$664K +3,897 +10%
MWA
409
Motive Wealth Advisors
Michigan
$7.29M -$1.19M -6,970 -14%
KL
410
KWMG LLC
Kansas
$7.28M -$52.8K -310 -0.7%
GSIAS
411
Garden State Investment Advisory Services
New Jersey
$7.25M +$180K +1,058 +3%
BFS
412
Bradley Foster & Sargent
Connecticut
$7.24M +$397K +2,328 +6%
CFO
413
CVA Family Office
Colorado
$7.19M +$1.73M +10,166 +32%
NP
414
NorthRock Partners
Minnesota
$7.17M +$3.52M +20,676 +97%
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$7.16M +$7.16M +42,200 New
CIA
416
Compass Ion Advisors
Pennsylvania
$7.15M -$233K -1,369 -3%
WTC
417
WhitTier Trust Company
Nevada
$7.09M -$293K -1,719 -4%
TFCP
418
Twin Focus Capital Partners
Massachusetts
$7.02M +$557K +3,270 +9%
SWM
419
Spire Wealth Management
Virginia
$7M +$692K +4,024 +11%
SB
420
Strategic Blueprint
Georgia
$7M +$388K +2,279 +6%
PFA
421
Pathway Financial Advisors
Vermont
$6.95M +$511 +3 +0%
GWA
422
Gratus Wealth Advisors
Virginia
$6.95M +$6.95M +40,774 New
CAL
423
Capital Analysts LLC
Pennsylvania
$6.78M -$406K -2,382 -6%
SW
424
StrongBox Wealth
Missouri
$6.75M +$49.8K +292 +0.7%
CBFP
425
Cedar Brook Financial Partners
Ohio
$6.74M +$323K +1,899 +5%