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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 %
RCA
526
Riverview Capital Advisers
Massachusetts
$4.97M +$126K +692 +3%
SW
527
StrongBox Wealth
Missouri
$4.96M -$1.75M -9,565 -26%
BFA
528
Beacon Financial Advisory
Ohio
$4.96M +$1.99M +10,883 +67%
SIA
529
Schechter Investment Advisors
Michigan
$4.96M +$89.6K +491 +2%
IAG
530
Investment Advisory Group
Massachusetts
$4.93M
H
531
HoyleCohen
California
$4.91M -$106K -580 -2%
VCA
532
Verdence Capital Advisors
Maryland
$4.86M +$2.01K +11 +0%
CA
533
CSM Advisors
Pennsylvania
$4.86M -$18.3K -100 -0.4%
GFS
534
GYL Financial Synergies
Connecticut
$4.86M -$97.5K -534 -2%
Mirae Asset Global Investments
535
Mirae Asset Global Investments
South Korea
$4.85M +$994K +5,410 +26%
SCA
536
STALEY CAPITAL ADVISERS
Pennsylvania
$4.85M -$224K -1,225 -4%
TWP
537
Tempus Wealth Planning
California
$4.78M -$54.2K -297 -1%
OPW
538
Oxler Private Wealth
New York
$4.77M -$30.1K -165 -0.6%
RA
539
RFG Advisory
Alabama
$4.71M +$2.23M +12,238 +90%
CPC
540
Consolidated Planning Corp
Georgia
$4.7M -$32.9K -180 -0.7%
WFA
541
Wade Financial Advisory
California
$4.67M -$37.6K -206 -0.8%
KA
542
Kovack Advisors
Florida
$4.64M -$596K -3,263 -11%
MCM
543
Morton Capital Management
California
$4.63M
DA
544
Detalus Advisors
Missouri
$4.61M +$133K +728 +3%
TA
545
TFB Advisors
Kansas
$4.61M +$7.49K +41 +0.2%
DOA
546
D'Orazio & Associates
Virginia
$4.6M -$993K -5,440 -18%
STA
547
Summit Trail Advisors
New York
$4.59M +$176K +962 +4%
LP
548
LGL Partners
Pennsylvania
$4.59M +$183 +1 +0%
SSI
549
Scott & Selber Inc
Texas
$4.58M -$430K -2,356 -9%
MAWAG
550
Mid-American Wealth Advisory Group
Missouri
$4.54M -$163K -895 -3%