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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 %
SIC
626
Salem Investment Counselors
North Carolina
$3.43M +$186K +1,092 +6%
MAS
627
Madden Advisory Services
Florida
$3.43M +$586K +3,440 +21%
CCM
628
Cambridge Capital Management
Illinois
$3.43M +$3.43M +20,103 New
RWMH
629
Riverpoint Wealth Management Holdings
Illinois
$3.42M +$29.3K +172 +0.9%
DJSG
630
D.J. St. Germain
Massachusetts
$3.42M -$71.1K -417 -2%
PFS
631
Prospect Financial Services
New York
$3.42M +$3.42M +20,067 New
FWM
632
Fonville Wealth Management
Virginia
$3.42M +$3.42M +20,063 New
COCM
633
Charter Oak Capital Management
New Hampshire
$3.41M -$72.9K -428 -2%
MAM
634
Mainsail Asset Management
Alabama
$3.41M +$3.41M +19,990 New
CBT
635
CoreFirst Bank & Trust
Kansas
$3.41M +$358K +2,103 +12%
BFA
636
Buttonwood Financial Advisors
Maryland
$3.41M -$8.35K -49 -0.2%
LNWWM
637
Laird Norton Wetherby Wealth Management
California
$3.4M -$42.3K -248 -1%
Simplex Trading
638
Simplex Trading
Illinois
$3.39M +$2.95M +17,324 +671%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$3.39M -$44.3K -260 -1%
KJWM
640
Kiley Juergens Wealth Management
Washington
$3.38M +$54.5K +320 +2%
NPFS
641
Novak & Powell Financial Services
Florida
$3.38M +$3.38M +19,809 New
BFA
642
Benedict Financial Advisors
Georgia
$3.35M -$2.05K -12 -0.1%
AIFAIM
643
American Institute for Advanced Investment Management
Arizona
$3.34M -$1.7K -10 -0.1%
TVWM
644
Tower View Wealth Management
Wisconsin
$3.32M +$75.7K +444 +2%
HIP
645
HUB Investment Partners
Texas
$3.31M +$200K +1,176 +6%
KIA
646
KCM Investment Advisors
California
$3.3M -$162K -948 -5%
CIA
647
Concurrent Investment Advisors
Florida
$3.29M +$3.29M +19,292 New
KWM
648
Kaydan Wealth Management
Michigan
$3.28M -$27.6K -162 -0.8%
SLT
649
St Louis Trust
Missouri
$3.28M
EFG
650
Ehrlich Financial Group
California
$3.26M +$3.26M +19,141 New