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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 %
AAS
476
Asset Allocation Strategies
Michigan
$5.81M +$362K +1,984 +7%
CAG
477
Csenge Advisory Group
Florida
$5.78M -$141K -770 -2%
MWA
478
Muirfield Wealth Advisors
North Carolina
$5.76M -$13.9K -76 -0.2%
SW
479
SkyOak Wealth
Michigan
$5.75M +$118K +647 +2%
SFS
480
Sowell Financial Services
Arkansas
$5.74M -$338K -1,844 -6%
AWA
481
Arete Wealth Advisors
Illinois
$5.74M -$1.76M -9,642 -23%
TVAMP
482
Tennessee Valley Asset Management Partners
Tennessee
$5.73M +$20.8K +114 +0.4%
CFP
483
Curran Financial Partners
South Carolina
$5.73M +$33.6K +184 +0.6%
TIAA Trust, National Association
484
TIAA Trust, National Association
North Carolina
$5.73M +$75K +411 +1%
MW
485
Marcum Wealth
Ohio
$5.72M -$128K -702 -2%
BRG
486
Bay Rivers Group
Virginia
$5.7M +$252K +1,379 +5%
MWA
487
Moser Wealth Advisors
Washington
$5.66M +$255K +1,399 +5%
FPCG
488
Forum Private Client Group
Indiana
$5.66M -$418K -2,292 -7%
CAM
489
Councilmark Asset Management
Tennessee
$5.63M
GWANC
490
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.61M +$7.85K +43 +0.1%
BW
491
BIP Wealth
Georgia
$5.6M -$815K -4,464 -13%
IP
492
Investment Partners
Ohio
$5.53M +$86.5K +474 +2%
RBFC
493
Roman Butler Fullerton & Co
Missouri
$5.53M +$39.1K +211 +0.7%
GHA
494
GW Henssler & Associates
Georgia
$5.52M +$441K +2,416 +9%
FWA
495
FSC Wealth Advisors
New York
$5.51M -$125K -685 -2%
WKWM
496
Walter & Keenan Wealth Management
Indiana
$5.49M +$257K +1,406 +5%
CSB
497
City State Bank
Iowa
$5.48M +$172K +944 +3%
HWM
498
Howard Wealth Management
Connecticut
$5.46M +$134K +734 +3%
FA
499
Flagstar Advisors
New York
$5.44M -$43.3K -236 -0.8%
GC
500
Gibson Capital
Pennsylvania
$5.44M +$9.13K +50 +0.2%