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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 %
AWA
551
Acorn Wealth Advisors
Michigan
$4.38M +$68.2K +400 +2%
MCM
552
Morton Capital Management
California
$4.34M -$29K -170 -0.7%
CCA
553
Conservest Capital Advisors
Pennsylvania
$4.3M +$1.52M +8,933 +55%
GHA
554
GW Henssler & Associates
Georgia
$4.28M +$278K +1,629 +7%
RWP
555
Ridgecrest Wealth Partners
California
$4.28M +$111K +654 +3%
LP
556
LGL Partners
Pennsylvania
$4.27M +$685K +4,020 +19%
DA
557
Detalus Advisors
Missouri
$4.26M -$1.05M -6,136 -20%
CA
558
CSM Advisors
Pennsylvania
$4.25M -$51.1K -300 -1%
SAM
559
Secure Asset Management
Michigan
$4.2M -$70.7K -415 -2%
VAS
560
Vestmark Advisory Solutions
Massachusetts
$4.17M +$355K +2,084 +9%
MAWAG
561
Mid-American Wealth Advisory Group
Missouri
$4.15M -$480K -2,817 -10%
SCI
562
S&CO Inc
Massachusetts
$4.14M
IFO
563
Independent Family Office
New York
$4.13M
WFPG
564
Waller Financial Planning Group
Ohio
$4.12M +$379K +2,225 +10%
SSWM
565
Sheets Smith Wealth Management
North Carolina
$4.11M +$62.9K +369 +2%
Federated Hermes
566
Federated Hermes
Pennsylvania
$4.09M +$4.09M +24,016 New
LCS
567
Levin Capital Strategies
New York
$4.09M +$1.7K +10 +0%
WAL
568
W Advisors LLC
Tennessee
$4.07M +$9.54K +56 +0.2%
P
569
&Partners
Tennessee
$4.07M +$4.07M +23,422 New
MIM
570
Miller Investment Management
Pennsylvania
$4.06M +$4.06M +23,831 New
HC
571
Hoese & Co
Minnesota
$4.05M +$29.6K +180 +0.7%
TGAM
572
TBH Global Asset Management
Tennessee
$4.04M -$3.55M -20,823 -47%
KV
573
Kickstand Ventures
New York
$4.04M -$3.21M -18,811 -44%
AAP
574
Arax Advisory Partners
Colorado
$4.04M -$17.7K -104 -0.4%
NAMP
575
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4M +$159K +935 +4%