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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 %
TFGT
576
TS Financial Group (TSFG)
Illinois
$3.98M -$29.3K -172 -0.7%
FI
577
Financial Insights
Washington
$3.96M
SIAG
578
Safeguard Investment Advisory Group
California
$3.95M -$173K -1,016 -4%
PCMF
579
Private Capital Management (Florida)
Florida
$3.94M -$38.2K -224 -1%
TF
580
Theory Financial
Colorado
$3.93M +$90.7K +532 +2%
GFPC
581
Global Financial Private Client
Florida
$3.89M +$160K +941 +4%
Mirae Asset Global Investments
582
Mirae Asset Global Investments
South Korea
$3.89M -$554K -3,253 -12%
CCA
583
Cora Capital Advisors
New Jersey
$3.87M -$801K -4,698 -17%
IFS
584
Intelligent Financial Strategies
Minnesota
$3.85M +$8.01K +47 +0.2%
FL
585
FreeGulliver LLC
Louisiana
$3.85M +$3.85M +22,606 New
DE
586
Day & Ennis
Georgia
$3.85M -$47.7K -280 -1%
CFGS
587
Concourse Financial Group Securities
Alabama
$3.84M -$81.1K -476 -2%
PSCM
588
Per Stirling Capital Management
Texas
$3.84M +$16K +94 +0.4%
FWM
589
Fairhaven Wealth Management
Illinois
$3.83M +$19.1K +112 +0.5%
NIWA
590
New Insight Wealth Advisors
California
$3.82M +$3.82M +22,412 New
KeyBank National Association
591
KeyBank National Association
Ohio
$3.81M +$37K +217 +1%
FGG
592
Financial Guidance Group
Florida
$3.81M -$47.7K -280 -1%
C1AG
593
Client 1st Advisory Group
Florida
$3.79M -$34.3K -201 -0.9%
PWM
594
Power Wealth Management
Georgia
$3.79M +$3.79M +22,213 New
GWAG
595
Garrett Wealth Advisory Group
Texas
$3.78M -$203K -1,192 -5%
WKWM
596
Walter & Keenan Wealth Management
Indiana
$3.78M +$371K +2,176 +11%
SWPG
597
Strategic Wealth Partners Group
Illinois
$3.77M +$352K +2,068 +10%
Financial Engines Advisors
598
Financial Engines Advisors
California
$3.77M +$383K +2,250 +11%
KWA
599
Kingswood Wealth Advisors
California
$3.72M +$3.39M +19,920 +1,029%
FNBOMD
600
First National Bank of Mount Dora
Florida
$3.7M