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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 %
KWA
576
Kingswood Wealth Advisors
California
$4.1M +$1.32M +7,230 +47%
CCA
577
Cora Capital Advisors
New Jersey
$4.09M -$159K -872 -4%
CF
578
Centaurus Financial
California
$4.09M +$1.4M +7,657 +52%
FCA
579
FLC Capital Advisors
California
$4.08M -$15K -82 -0.4%
CWM
580
CIBC World Markets
New York
$4.05M -$408K -2,235 -9%
PCMF
581
Private Capital Management (Florida)
Florida
$4.03M -$52.6K -288 -1%
FNBOMD
582
First National Bank of Mount Dora
Florida
$4.02M
AFM
583
Abbot Financial Management
Massachusetts
$4.02M +$58.2K +319 +1%
Financial Engines Advisors
584
Financial Engines Advisors
California
$4.01M +$113K +617 +3%
SWMG
585
Sard Wealth Management Group
Georgia
$3.99M +$636K +3,484 +19%
CG
586
Caprock Group
Idaho
$3.98M +$779K +4,248 +24%
PFS
587
Prospect Financial Services
New York
$3.97M +$19.9K +109 +0.5%
C1AG
588
Client 1st Advisory Group
Florida
$3.96M -$102K -559 -3%
CAM
589
Columbia Asset Management
Michigan
$3.94M +$250K +1,372 +7%
HIP
590
HUB Investment Partners
Texas
$3.93M +$127K +696 +3%
Empower Advisory Group
591
Empower Advisory Group
Colorado
$3.92M +$37.6K +206 +1%
TC
592
Trilogy Capital
California
$3.91M +$530K +2,904 +16%
SCM
593
Spreng Capital Management
Ohio
$3.91M +$613K +3,359 +19%
SPC
594
Spirepoint Private Client
Florida
$3.9M -$4.02K -22 -0.1%
SIA
595
SkyView Investment Advisors
New Jersey
$3.9M -$451K -2,473 -10%
NIWA
596
New Insight Wealth Advisors
California
$3.87M -$174K -954 -4%
HT
597
Heritage Trust
Oklahoma
$3.84M -$67.7K -371 -2%
FA
598
Fortis Advisors
Pennsylvania
$3.83M -$25.9K -142 -0.7%
PCM
599
Parsons Capital Management
Rhode Island
$3.82M +$665K +3,640 +21%
CAAM
600
Cornerstone Advisors Asset Management
Pennsylvania
$3.82M