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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 %
CFG
426
Citizens Financial Group
Rhode Island
$6.73M +$1.5M +8,810 +29%
CIA
427
Choate Investment Advisors
Massachusetts
$6.66M +$83.8K +492 +1%
RSWM
428
Robertson Stephens Wealth Management
California
$6.66M +$35.4K +208 +0.5%
LGWM
429
Litman Gregory Wealth Management
California
$6.66M
CFA
430
CWS Financial Advisors
Michigan
$6.62M +$734K +4,305 +12%
FBB
431
Fulton Breakefield Broenniman
Maryland
$6.61M -$878K -5,154 -12%
WANY
432
Wealthspire Advisors (New York)
New York
$6.59M -$34.6K -203 -0.5%
AWA
433
Arete Wealth Advisors
Illinois
$6.58M +$5.98M +35,069 +984%
AWM
434
Aberdeen Wealth Management
Illinois
$6.57M
PFA
435
Plotkin Financial Advisors
Maryland
$6.57M +$94.9K +557 +1%
IIA
436
Integral Investment Advisors
California
$6.53M +$655K +3,845 +11%
HWMG
437
Hurlow Wealth Management Group
Indiana
$6.52M +$13.8K +81 +0.2%
MC
438
Moors & Cabot
Massachusetts
$6.49M +$131K +768 +2%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$6.49M +$206K +1,209 +3%
NG
440
Northstar Group
New York
$6.46M -$23K -135 -0.4%
CWA
441
CM Wealth Advisors
Ohio
$6.44M -$133K -783 -2%
BW
442
BIP Wealth
Georgia
$6.44M +$408K +2,393 +7%
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$6.43M +$242K +1,420 +4%
MFS
444
McNamara Financial Services
Massachusetts
$6.41M -$20.6K -121 -0.3%
CA
445
Cambridge Advisors
Nebraska
$6.35M -$14.1K -83 -0.2%
SL
446
Stevard LLC
Illinois
$6.35M
FAIM
447
Financial Advocates Investment Management
Washington
$6.33M -$199K -1,166 -3%
WPWM
448
Western Pacific Wealth Management
Illinois
$6.31M +$137K +806 +2%
Betterment LLC
449
Betterment LLC
New York
$6.3M +$4.05M +23,754 +180%
Envestnet Portfolio Solutions
450
Envestnet Portfolio Solutions
Illinois
$6.29M -$595K -3,493 -9%