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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 %
TA
601
TFB Advisors
Kansas
$3.67M +$3.67M +21,549 New
HT
602
Heritage Trust
Oklahoma
$3.67M -$193K -1,130 -5%
OFS
603
OneAscent Financial Services
Alabama
$3.65M +$3.65M +21,445 New
BIA
604
Bell Investment Advisors
California
$3.64M -$8.18K -48 -0.2%
AFM
605
Abbot Financial Management
Massachusetts
$3.64M +$137K +806 +4%
GL
606
Graypoint LLC
New York
$3.64M +$40.6K +238 +1%
CW
607
Channel Wealth
California
$3.62M +$213K +1,248 +6%
FWM
608
Forza Wealth Management
Florida
$3.62M -$120K -705 -3%
FWIA
609
Fort Washington Investment Advisors
Ohio
$3.61M -$613K -3,600 -15%
AIC
610
Archer Investment Corporation
Indiana
$3.61M -$4.35M -25,538 -55%
Empower Advisory Group
611
Empower Advisory Group
Colorado
$3.6M -$56.2K -330 -2%
VFPW
612
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.6M +$3.6M +21,120 New
FA
613
Fortis Advisors
Pennsylvania
$3.59M +$29.8K +175 +0.8%
CAAM
614
Cornerstone Advisors Asset Management
Pennsylvania
$3.56M
AFO
615
Arrowroot Family Office
California
$3.54M -$47K -276 -1%
FFWM
616
Future Financial Wealth Management
Ohio
$3.51M +$19.8K +116 +0.6%
BOH
617
Bank of Hawaii
Hawaii
$3.51M +$1.19K +7 +0%
FPAS
618
Focus Partners Advisor Solutions
Missouri
$3.5M -$122K -718 -3%
GA
619
GSG Advisors
New Jersey
$3.49M +$832K +4,932 +31%
FFA
620
Farther Finance Advisors
California
$3.47M +$335K +1,967 +11%
MSA
621
Marino Stram & Associates
Massachusetts
$3.46M +$212K +1,247 +7%
WWA
622
WCG Wealth Advisors
Nevada
$3.46M +$84K +493 +2%
D
623
Dentgroup
Louisiana
$3.46M -$931K -5,465 -21%
AWE
624
Avidian Wealth Enterprises
Texas
$3.46M +$3.03M +17,801 +715%
CAM
625
Columbia Asset Management
Michigan
$3.44M +$96.1K +564 +3%