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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 %
SWMG
676
Sard Wealth Management Group
Georgia
$2.99M +$2.99M +17,529 New
SCA
677
St. Clair Advisors
Ohio
$2.99M +$1.7K +10 +0.1%
USAA
678
United Services Automobile Association
Texas
$2.98M -$252K -1,477 -8%
TFO
679
Tarbox Family Office
California
$2.96M +$24.4K +143 +0.8%
CWM
680
Centurion Wealth Management
Virginia
$2.93M +$152K +890 +5%
NFA
681
Northwest Financial Advisors
Virginia
$2.92M +$2.92M +17,140 New
VBWMG
682
Von Berge Wealth Management Group
California
$2.92M +$140K +821 +5%
WPC
683
Wedmont Private Capital
Pennsylvania
$2.92M +$131K +770 +5%
GCL
684
Gouws Capital LLC
North Carolina
$2.91M -$192K -1,129 -6%
TC
685
TownSquare Capital
Utah
$2.91M +$1.42M +8,310 +95%
BCP
686
Blue Chip Partners
Michigan
$2.91M +$432K +2,537 +17%
EFS
687
Econ Financial Services
Pennsylvania
$2.9M -$2.81M -16,513 -49%
VHAM
688
Van Hulzen Asset Management
California
$2.88M +$48.6K +285 +2%
MFA
689
Mayflower Financial Advisors
Massachusetts
$2.87M -$19.8K -116 -0.7%
AWM
690
Atticus Wealth Management
Florida
$2.87M -$65.9K -387 -2%
CA
691
CGN Advisors
Kansas
$2.87M -$47.7K -280 -2%
IFA
692
Interactive Financial Advisors
Illinois
$2.84M -$3.81M -34,441 -57%
RFC
693
Regions Financial Corp
Alabama
$2.82M -$42.4K -249 -1%
KWM
694
Keating Wealth Management
Colorado
$2.8M +$2.8M +16,459 New
WAG
695
Winthrop Advisory Group
Massachusetts
$2.79M -$77.7K -456 -3%
FWM
696
FMA Wealth Management
Massachusetts
$2.79M +$2.79M +16,370 New
GIA
697
Gladstone Institutional Advisory
Florida
$2.79M +$1.21M +7,080 +76%
BFA
698
Beacon Financial Advisory
Ohio
$2.79M +$31.7K +186 +1%
CG
699
Caprock Group
Idaho
$2.76M +$281K +1,648 +11%
PCA
700
Pallas Capital Advisors
Massachusetts
$2.76M -$676K -3,968 -20%