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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 %
MFA
451
McClarren Financial Advisors
Pennsylvania
$6.39M -$16.8M -25,834 -72%
DI
452
DAGCO Inc
Ohio
$6.38M +$121K +663 +2%
PA
453
Pinnacle Associates
New York
$6.37M +$565K +3,095 +10%
DAS
454
Dynamic Advisor Solutions
Arizona
$6.32M -$6.57K -36 -0.1%
Bessemer Group
455
Bessemer Group
New Jersey
$6.3M
VAS
456
Vestmark Advisory Solutions
Massachusetts
$6.25M +$672K +3,681 +12%
GWSG
457
GPS Wealth Strategies Group
Colorado
$6.22M -$216K -1,184 -3%
SDH
458
Sloy Dahl & Holst
Washington
$6.21M +$24.5K +134 +0.4%
WANY
459
Wealthspire Advisors (New York)
New York
$6.18M -$77K -422 -1%
BWM
460
Benchmark Wealth Management
Connecticut
$6.18M
OAJ
461
Ogorek Anthony Joseph
New York
$6.16M -$129K -707 -2%
WIM
462
Westside Investment Management
California
$6.15M +$22.5K +123 +0.4%
RMDI
463
R.M. Davis Inc
Maine
$6.12M +$728K +3,990 +13%
CP
464
Creekside Partners
California
$6.12M +$6.12M +33,520 New
RCA
465
Ranch Capital Advisors
Florida
$6.12M +$283K +1,545 +5%
CPA
466
Cardiff Park Advisors
California
$6.11M
HL
467
HeadInvest LLC
Maine
$6.11M -$192K -1,051 -3%
CWA
468
CM Wealth Advisors
Ohio
$6.06M -$13.9M -75,507 -70%
MSWM
469
McGlone Suttner Wealth Management
Wisconsin
$5.98M +$59.5K +349 +1%
CIBC World Market
470
CIBC World Market
Ontario, Canada
$5.92M -$835K -4,574 -12%
CCFM
471
Clear Creek Financial Management
Washington
$5.91M +$140K +769 +2%
CAC
472
Certified Advisory Corp
Florida
$5.9M +$90.5K +496 +2%
DFA
473
DHJJ Financial Advisors
Illinois
$5.89M -$548 -3 -0%
AWM
474
AE Wealth Management
Kansas
$5.88M +$1.01M +5,534 +21%
FFG
475
Fiduciary Financial Group
California
$5.86M +$5.86M +30,758 New