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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 %
WP
401
WealthShield Partners
North Carolina
$7.89M +$126K +689 +2%
AIM
402
Allen Investment Management
New York
$7.86M
TFCP
403
Twin Focus Capital Partners
Massachusetts
$7.83M +$136K +747 +2%
NPI
404
New Perspectives Inc
Mississippi
$7.81M -$48.4K -265 -0.6%
NP
405
NorthRock Partners
Minnesota
$7.8M +$35.9K +196 +0.5%
CFA
406
Capstone Financial Advisors
Illinois
$7.78M -$696K -3,814 -8%
CFP
407
Cypress Financial Planning
New Jersey
$7.77M -$590K -3,234 -7%
BFS
408
Bradley Foster & Sargent
Connecticut
$7.67M -$109K -598 -1%
MC
409
Moors & Cabot
Massachusetts
$7.66M -$45.1K -247 -0.6%
CFO
410
CVA Family Office
Colorado
$7.65M -$51.7K -283 -0.7%
WPWM
411
Western Pacific Wealth Management
Illinois
$7.64M +$47.8K +262 +0.6%
CFA
412
CWS Financial Advisors
Michigan
$7.64M +$440K +2,408 +6%
LNB
413
Ledyard National Bank
$7.61M -$384K -2,101 -5%
PFA
414
Pathway Financial Advisors
Vermont
$7.54M
RWA
415
Rooted Wealth Advisors
Illinois
$7.47M +$470K +2,490 +7%
FPAS
416
Focus Partners Advisor Solutions
Missouri
$7.44M +$14.2K +78 +0.2%
KCPG
417
Kavar Capital Partners Group
Kansas
$7.38M -$82K -449 -1%
NG
418
Northstar Group
New York
$7.31M +$315K +1,724 +4%
PFA
419
Plotkin Financial Advisors
Maryland
$7.28M +$72.5K +397 +1%
SC
420
Swan Capital
Florida
$7.27M +$5.19M +28,446 +250%
FL
421
FreeGulliver LLC
Louisiana
$7.25M +$3.02M +16,525 +71%
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$7.25M +$292K +1,597 +4%
IWP
423
IAG Wealth Partners
Wisconsin
$7.24M -$274K -1,501 -4%
AF
424
Apollon Financial
South Carolina
$7.23M -$349K -1,914 -5%
AWM
425
Aberdeen Wealth Management
Illinois
$7.19M