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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 %
MBT
476
Montecito Bank & Trust
California
$5.76M -$45.5K -267 -0.8%
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.76M -$582K -3,418 -9%
SAG
478
SageView Advisory Group
California
$5.75M -$2.91M -16,701 -34%
BWM
479
Benchmark Wealth Management
Connecticut
$5.73M -$95.4K -560 -2%
HL
480
HeadInvest LLC
Maine
$5.73M +$240K +1,410 +4%
GWMR
481
GC Wealth Management RIA
Massachusetts
$5.69M +$5.69M +33,412 New
CPA
482
Cardiff Park Advisors
California
$5.69M -$28.3K -166 -0.5%
CIBC World Market
483
CIBC World Market
Ontario, Canada
$5.69M -$641K -3,764 -10%
Toronto Dominion Bank
484
Toronto Dominion Bank
Ontario, Canada
$5.62M -$13.6M -80,000 -71%
SDH
485
Sloy Dahl & Holst
Washington
$5.6M +$215K +1,259 +4%
AWA
486
Amplius Wealth Advisors
Pennsylvania
$5.57M -$89.6K -526 -2%
EC
487
Estate Counselors
Wisconsin
$5.55M +$4.7M +27,560 +550%
DFA
488
DHJJ Financial Advisors
Illinois
$5.53M -$132K -776 -2%
BEC
489
Blue Edge Capital
Virginia
$5.49M -$62.9K -369 -1%
FWA
490
FSC Wealth Advisors
New York
$5.48M +$5.45M +31,966 +14,868%
DAS
491
Dynamic Advisor Solutions
Arizona
$5.47M +$163K +966 +3%
RCA
492
Ranch Capital Advisors
Florida
$5.46M -$268K -1,573 -5%
CAG
493
Csenge Advisory Group
Florida
$5.42M -$58.8K -345 -1%
MWA
494
Muirfield Wealth Advisors
North Carolina
$5.4M +$5.4M +31,685 New
CFP
495
Curran Financial Partners
South Carolina
$5.34M +$17.1K +99 +0.3%
MW
496
Marcum Wealth
Ohio
$5.31M +$151K +888 +3%
CAC
497
Certified Advisory Corp
Florida
$5.27M +$52.8K +310 +1%
GLA
498
Good Life Advisors
Pennsylvania
$5.22M +$813K +4,770 +18%
SW
499
SkyOak Wealth
Michigan
$5.21M +$135K +790 +3%
ACM
500
Arcataur Capital Management
Wisconsin
$5.2M -$14.5K -85 -0.3%