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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 %
NL
451
NWAM LLC
Washington
$6.29M +$1.54M +9,025 +32%
RMDI
452
R.M. Davis Inc
Maine
$6.28M -$9.6M -56,321 -60%
FPCG
453
Forum Private Client Group
Indiana
$6.27M +$6.27M +36,791 New
RWA
454
Rooted Wealth Advisors
Illinois
$6.24M +$735K +4,222 +13%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$6.23M +$669K +3,926 +12%
BA
456
Brightwater Advisory
Florida
$6.23M +$6.23M +36,583 New
DOA
457
D'Orazio & Associates
Virginia
$6.23M +$1.85M +10,878 +42%
PFS
458
Prospera Financial Services
Texas
$6.21M +$1.32M +7,752 +27%
SC
459
Savant Capital
Illinois
$6.17M -$26.2K -154 -0.4%
ODA
460
One Degree Advisors
California
$6.15M +$6.15M +35,468 New
LWL
461
Leo Wealth LLC
Texas
$6.11M +$6.11M +35,854 New
HNB
462
Huntington National Bank
Ohio
$6.11M -$6.02M
OAJ
463
Ogorek Anthony Joseph
New York
$6.08M -$1.5M -8,789 -20%
MFA
464
McClarren Financial Advisors
Pennsylvania
$6.07M +$44.8K +263 +0.7%
HCM
465
Hollencrest Capital Management
California
$6.05M +$61.2K +359 +1%
MSWM
466
McGlone Suttner Wealth Management
Wisconsin
$5.98M -$104K -609 -2%
SFS
467
Sowell Financial Services
Arkansas
$5.97M +$2.96M +17,343 +98%
IWC
468
Integrated Wealth Concepts
Massachusetts
$5.97M +$265K +1,557 +5%
WCG
469
Weaver Consulting Group
California
$5.94M -$12.4K -73 -0.2%
BCWM
470
Bartlett & Co Wealth Management
Ohio
$5.9M +$137K +803 +2%
BC
471
Bartlett & Co
Ohio
$5.9M +$137K +803 +2%
IA
472
Insight Advisors
Pennsylvania
$5.85M -$22.8K -134 -0.4%
FAP
473
Financial Advisory Partners
Florida
$5.77M +$353K +2,069 +7%
WIM
474
Westside Investment Management
California
$5.77M -$31.2K -183 -0.5%
CCWA
475
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.76M +$286K +1,678 +5%