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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 %
BA
526
Bridgewater Advisors
New York
$4.74M +$16.4K +96 +0.3%
GFS
527
GYL Financial Synergies
Connecticut
$4.73M -$669K -3,929 -12%
SSI
528
Scott & Selber Inc
Texas
$4.71M +$18.4K +108 +0.4%
KFGK
529
Keystone Financial Group (Kentucky)
Kentucky
$4.69M +$108K +631 +2%
H
530
HoyleCohen
California
$4.68M +$103K +607 +2%
GW
531
GW & Wade
Massachusetts
$4.65M -$504K -2,959 -10%
PFG
532
Pinnacle Financial Group
Illinois
$4.64M +$70.2K +412 +2%
HPC
533
HM Payson & Co
Maine
$4.64M -$76.3K -448 -2%
HA
534
Hofer & Associates
California
$4.58M +$45.2K +265 +1%
ODIJL
535
One Day In July LLC
Vermont
$4.58M -$88.1K -517 -2%
VCA
536
Verdence Capital Advisors
Maryland
$4.55M -$22.3K -131 -0.5%
TWP
537
Tempus Wealth Planning
California
$4.55M -$64.4K -378 -1%
MG
538
MilWealth Group
Wisconsin
$4.52M -$75.7K -444 -2%
OPW
539
Oxler Private Wealth
New York
$4.51M +$23.2K +136 +0.5%
WCM
540
WealthBridge Capital Management
Ohio
$4.51M +$36.3K +213 +0.8%
Susquehanna International Group
541
Susquehanna International Group
Pennsylvania
$4.5M +$880K +5,166 +24%
WFA
542
Wade Financial Advisory
California
$4.48M -$127K -748 -3%
IAG
543
Investment Advisory Group
Massachusetts
$4.47M +$1.7K +10 +0%
CPC
544
Consolidated Planning Corp
Georgia
$4.47M +$859K +5,042 +24%
Two Sigma Advisers
545
Two Sigma Advisers
New York
$4.45M +$4.07M +23,900 +1,086%
SMG
546
Smart Money Group
Texas
$4.44M -$469K -2,753 -10%
RCA
547
Riverview Capital Advisers
Massachusetts
$4.43M -$29.1K -171 -0.7%
CSB
548
City State Bank
Iowa
$4.42M -$342K -2,006 -7%
FCA
549
FLC Capital Advisors
California
$4.39M -$26.2K -154 -0.6%
SIA
550
SkyView Investment Advisors
New Jersey
$4.39M +$4.33M +25,427 +7,501%