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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
576
Qube Research & Technologies (QRT)
United Kingdom
$5.41M -$5.81M -29,649 -52%
AWA
577
Acorn Wealth Advisors
Michigan
$5.41M +$15.1K +77 +0.3%
MSWA
578
Marshall & Sterling Wealth Advisors
New York
$5.4M +$5.4M +27,582 New
ODIJL
579
One Day In July LLC
Vermont
$5.39M -$139K -710 -3%
FPCG
580
Forum Private Client Group
Indiana
$5.39M -$250K -1,277 -4%
MWM
581
Modern Wealth Management
Kansas
$5.32M +$4.91M +25,055 +1,180%
FIA
582
Foundations Investment Advisors
Arizona
$5.31M +$3.1M +15,827 +140%
BFA
583
Beacon Financial Advisory
Ohio
$5.29M +$65.6K +335 +1%
IAG
584
Investment Advisory Group
Massachusetts
$5.28M -$9.6K -49 -0.2%
CAG
585
Centerpoint Advisory Group
Kansas
$5.28M +$5.28M +26,938 New
SCA
586
STALEY CAPITAL ADVISERS
Pennsylvania
$5.2M +$22.7K +116 +0.4%
VCA
587
Verdence Capital Advisors
Maryland
$5.18M -$2.55K -13 -0%
HPC
588
HM Payson & Co
Maine
$5.17M +$50.9K +260 +1%
IFO
589
Independent Family Office
New York
$5.15M -$753K -3,845 -13%
SWP
590
Sagespring Wealth Partners
Tennessee
$5.15M +$5.15M +26,274 New
DA
591
Detalus Advisors
Missouri
$5.14M +$132K +672 +3%
SW
592
StrongBox Wealth
Missouri
$5.12M -$81.5K -416 -2%
PI
593
PFG Investments
New York
$5.1M +$2.29M +11,694 +81%
AFP
594
Ausdal Financial Partners
Iowa
$5.09M +$1.79M +9,121 +54%
SIA
595
Schechter Investment Advisors
Michigan
$5.07M -$16.5K -84 -0.3%
DWM
596
Diversify Wealth Management
Utah
$5.05M +$14.3K +74 +0.3%
PCM
597
Parsons Capital Management
Rhode Island
$5.05M +$116K +594 +2%
OPW
598
Oxler Private Wealth
New York
$5.02M -$19.8K -101 -0.4%
VWM
599
Vermillion Wealth Management
Minnesota
$5.01M +$5.01M +25,602 New
VT
600
Vise Technologies
New York
$4.98M +$25.7K +131 +0.5%