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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 %
CSP
651
Cary Street Partners
Virginia
$4.33M +$4.33M +22,103 New
CCA
652
Cora Capital Advisors
New Jersey
$4.32M -$100K -513 -2%
BEC
653
Blue Edge Capital
Virginia
$4.32M -$126K -645 -3%
QC
654
Quadrature Capital
United Kingdom
$4.32M +$4.32M +22,045 New
FNBOMD
655
First National Bank of Mount Dora
Florida
$4.32M
SMG
656
Smart Money Group
Texas
$4.32M -$89.7K -458 -2%
CA
657
CSM Advisors
Pennsylvania
$4.29M
Thrivent Financial for Lutherans
658
Thrivent Financial for Lutherans
Minnesota
$4.29M -$289K -1,445 -6%
CB
659
Commerce Bank
Missouri
$4.25M -$101K -516 -2%
PCMF
660
Private Capital Management (Florida)
Florida
$4.2M -$46.2K -236 -1%
SIA
661
SkyView Investment Advisors
New Jersey
$4.18M
MAS
662
Madden Advisory Services
Florida
$4.17M +$158K +807 +4%
SPC
663
Spirepoint Private Client
Florida
$4.16M -$9.01K -46 -0.2%
MAWAG
664
Mid-American Wealth Advisory Group
Missouri
$4.16M -$517K -2,639 -11%
CW
665
Channel Wealth
California
$4.14M +$63.1K +322 +2%
NFA
666
Northwest Financial Advisors
Virginia
$4.13M +$2.15K +11 +0.1%
CAM
667
Columbia Asset Management
Michigan
$4.11M -$256K -1,308 -6%
CAAM
668
Cornerstone Advisors Asset Management
Pennsylvania
$4.1M +$1.37K +7 +0%
RFA
669
Resurgent Financial Advisors
Georgia
$4.07M +$85.8K +438 +2%
LP
670
LGL Partners
Pennsylvania
$4.05M +$20.4K +104 +0.5%
GAM
671
Gotham Asset Management
New York
$4.05M +$4.05M +20,659 New
WAG
672
Winthrop Advisory Group
Massachusetts
$4.04M +$582K +2,970 +17%
BOH
673
Bank of Hawaii
Hawaii
$4.03M
CPRC
674
Consolidated Portfolio Review Corp
New York
$4.03M +$2.25M +11,503 +127%
FDCDDQ
675
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.03M +$392 +2 +0%