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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
401
Peapack-Gladstone Financial Corp
New Jersey
$9.21M +$262K +1,338 +3%
FHA
402
First Horizon Advisors
Tennessee
$9.2M -$368K -1,878 -4%
BFM
403
Boston Financial Management
Massachusetts
$9.16M +$50.5K +258 +0.6%
BC
404
Brio Consultants
California
$9.15M -$388K -1,982 -4%
GJWM
405
Gilliland Jeter Wealth Management
Arkansas
$9.1M +$132K +676 +1%
1WA
406
180 Wealth Advisors
Washington
$9.09M -$70.1K -358 -0.8%
ACI
407
Alpha Cubed Investments
California
$9.06M +$78.1K +399 +0.9%
MWP
408
MYCIO Wealth Partners
Pennsylvania
$9.03M -$1.2M -6,149 -12%
BFG
409
Beacon Financial Group
Texas
$9M -$863K -4,407 -9%
SFI
410
SPC Financial Inc
Maryland
$8.99M -$104K -532 -1%
SFA
411
Souders Financial Advisors
Ohio
$8.94M -$1.03M -5,263 -10%
SCM
412
Spreng Capital Management
Ohio
$8.94M +$573K +2,926 +7%
CFP
413
Cascade Financial Partners
California
$8.93M +$241K +1,232 +3%
BCA
414
Bay Colony Advisors
Massachusetts
$8.93M -$151K -769 -2%
IWC
415
Integrated Wealth Concepts
Massachusetts
$8.85M +$1.18M +6,014 +15%
WF
416
Warner Financial
Maryland
$8.83M +$80.7K +412 +0.9%
NSIM
417
North Star Investment Management
Illinois
$8.83M -$593K -3,029 -6%
WP
418
Wealthspan Partners
Iowa
$8.82M -$315K -1,611 -3%
WIC
419
Woodmont Investment Counsel
Tennessee
$8.69M -$167K -854 -2%
FBB
420
Fulton Breakefield Broenniman
Maryland
$8.68M +$379K +1,937 +5%
CFO
421
CVA Family Office
Colorado
$8.67M +$460K +2,349 +6%
OPCM
422
Osborne Partners Capital Management
California
$8.65M -$438K -2,238 -5%
MAM
423
Madison Asset Management
Wisconsin
$8.64M -$9.56M -48,817 -53%
MIA
424
Madison Investment Advisors
Wisconsin
$8.64M +$8.64M +44,126 New
OCM
425
Orion Capital Management
California
$8.63M -$548K -2,800 -6%