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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 %
PFS
426
Prospera Financial Services
Texas
$7.18M +$523K +2,865 +8%
MFS
427
McNamara Financial Services
Massachusetts
$7.16M +$474K +2,596 +7%
LGWM
428
Litman Gregory Wealth Management
California
$7.13M -$4.75K -26 -0.1%
Two Sigma Advisers
429
Two Sigma Advisers
New York
$7.12M +$6.83M +37,400 +2,338%
CB
430
Chris Bulman
California
$7.04M +$7.04M +38,573 New
SPC
431
Sigma Planning Corp
Michigan
$7.02M +$107K +585 +2%
VP
432
Verum Partners
North Carolina
$7.02M -$884K -4,845 -11%
FBB
433
Fulton Breakefield Broenniman
Maryland
$7M -$25.9K -142 -0.4%
IWC
434
Integrated Wealth Concepts
Massachusetts
$6.97M +$569K +3,118 +9%
HNB
435
Huntington National Bank
Ohio
$6.89M -$6.79M
RMAM
436
Raab & Moskowitz Asset Management
New Jersey
$6.83M +$7.67K +42 +0.1%
CA
437
Cambridge Advisors
Nebraska
$6.81M +$27.6K +151 +0.4%
SL
438
Stevard LLC
Illinois
$6.8M
FAIM
439
Financial Advocates Investment Management
Washington
$6.8M -$59.5K -326 -0.9%
LWL
440
Leo Wealth LLC
Texas
$6.76M
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
$6.76M -$83.8K -456 -1%
HWMG
442
Hurlow Wealth Management Group
Indiana
$6.67M -$145K -794 -2%
BCWM
443
Bartlett & Co Wealth Management
Ohio
$6.57M -$88.1K -480 -1%
IWM
444
IHT Wealth Management
Illinois
$6.52M +$1.21M +6,605 +23%
HCM
445
Hollencrest Capital Management
California
$6.5M
WCG
446
Weaver Consulting Group
California
$6.5M -$5.29K -29 -0.1%
ODA
447
One Degree Advisors
California
$6.46M +$8.03K +44 +0.1%
BA
448
Brightwater Advisory
Florida
$6.45M -$127K -694 -2%
WWWM
449
White Wing Wealth Management
Texas
$6.45M +$3.34M +18,299 +108%
GLA
450
Good Life Advisors
Pennsylvania
$6.39M +$136K +744 +2%