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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 %
FAP
501
Financial Advisory Partners
Florida
$5.44M -$149K -816 -3%
SLWA
502
San Luis Wealth Advisors
California
$5.43M +$5.43M +29,762 New
CFO
503
Colony Family Offices
North Carolina
$5.43M +$231K +1,257 +4%
CCWA
504
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.4M +$112K +613 +2%
ACM
505
Arcataur Capital Management
Wisconsin
$5.37M -$109K -595 -2%
PCG
506
Prosperity Consulting Group
Maryland
$5.33M -$251K -1,376 -4%
PTC
507
Philadelphia Trust Company
Pennsylvania
$5.31M -$50.2K -275 -0.9%
PFP
508
Pinnacle Financial Partners
Tennessee
$5.28M +$3.02M +16,524 +134%
JE
509
JMAC Enterprises
Pennsylvania
$5.26M +$53.1K +291 +1%
TCOV
510
Trust Company of Vermont
Vermont
$5.26M -$160K -876 -3%
HC
511
Hoese & Co
Minnesota
$5.25M +$958K +5,297 +22%
FFA
512
Farther Finance Advisors
California
$5.24M +$1.18M +6,460 +29%
SSWG
513
Seven Springs Wealth Group
Tennessee
$5.23M -$61.3K -336 -1%
AWA
514
Amplius Wealth Advisors
Pennsylvania
$5.22M +$57.5K +315 +1%
WFPG
515
Waller Financial Planning Group
Ohio
$5.19M +$79.4K +435 +2%
BA
516
Bridgewater Advisors
New York
$5.19M +$372 +2 +0%
SWM
517
Spire Wealth Management
Virginia
$5.19M -$2.21M -12,129 -30%
HA
518
Hofer & Associates
California
$5.16M +$105K +577 +2%
RWP
519
Ridgecrest Wealth Partners
California
$5.12M +$280K +1,533 +6%
ODIJL
520
One Day In July LLC
Vermont
$5.11M +$57.7K +316 +1%
IFO
521
Independent Family Office
New York
$5.11M +$681K +3,730 +15%
WCM
522
WealthBridge Capital Management
Ohio
$5.09M +$105K +577 +2%
PFG
523
Pinnacle Financial Group
Illinois
$5.09M -$3.65K -20 -0.1%
AWA
524
Acorn Wealth Advisors
Michigan
$5.02M +$258K +1,415 +5%
HPC
525
HM Payson & Co
Maine
$4.98M -$117K -641 -2%