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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 %
Bessemer Group
501
Bessemer Group
New Jersey
$5.17M -$18.7K -110 -0.4%
HWM
502
Howard Wealth Management
Connecticut
$5.15M -$76.8K -451 -1%
BRG
503
Bay Rivers Group
Virginia
$5.13M +$14.1K +83 +0.3%
FCAS
504
First Command Advisory Services
Texas
$5.08M -$1.96M -11,526 -28%
GC
505
Gibson Capital
Pennsylvania
$5.07M -$210K -1,233 -4%
GBWM
506
Granite Bay Wealth Management
New Hampshire
$5.05M +$7.88K +49 +0.2%
FA
507
Flagstar Advisors
New York
$5.01M -$330K -1,936 -6%
PTC
508
Philadelphia Trust Company
Pennsylvania
$5.01M -$19.3K -113 -0.4%
IP
509
Investment Partners
Ohio
$5M +$5.28K +31 +0.1%
RBFC
510
Roman Butler Fullerton & Co
Missouri
$4.98M +$146K +844 +3%
SSWG
511
Seven Springs Wealth Group
Tennessee
$4.94M -$49.2K -289 -1%
AI
512
Atria Investments
North Carolina
$4.93M +$72.9K +428 +2%
TCOV
513
Trust Company of Vermont
Vermont
$4.93M -$130K -760 -3%
PA
514
Pinnacle Associates
New York
$4.92M +$452K +2,653 +10%
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$4.91M -$3.64M -21,388 -43%
KA
516
Kovack Advisors
Florida
$4.9M +$1M +5,877 +26%
TIAA Trust, National Association
517
TIAA Trust, National Association
North Carolina
$4.86M +$47K +276 +1%
GWANC
518
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.83M -$61.3K -360 -1%
AAS
519
Asset Allocation Strategies
Michigan
$4.82M +$746K +4,377 +18%
MWM
520
Meridian Wealth Management
Kentucky
$4.81M +$357K +2,094 +8%
CFO
521
Colony Family Offices
North Carolina
$4.8M -$69.5K -408 -1%
MGIA
522
Moneta Group Investment Advisors
Missouri
$4.79M -$649K -3,810 -12%
MWA
523
Moser Wealth Advisors
Washington
$4.78M -$212K -1,247 -4%
JE
524
JMAC Enterprises
Pennsylvania
$4.76M -$4.43K -26 -0.1%
SCA
525
STALEY CAPITAL ADVISERS
Pennsylvania
$4.75M +$91K +534 +2%