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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 %
BCI
701
Brinker Capital Investments
Pennsylvania
$2.72M -$655K -3,854 -19%
OPS
702
Orion Portfolio Solutions
Nebraska
$2.72M -$655K -3,854 -19%
CPIG
703
Chicago Partners Investment Group
Illinois
$2.72M -$345K -2,002 -11%
PCM
704
Parsons Capital Management
Rhode Island
$2.71M +$100K +589 +4%
PB
705
Pinnacle Bancorp
Nebraska
$2.71M +$11.2K +66 +0.4%
NRI
706
NFP Retirement Inc
California
$2.71M -$49.9K -293 -2%
SFG
707
Sunburst Financial Group
Alabama
$2.68M -$10.4K -61 -0.4%
MWM
708
Mascoma Wealth Management
New Hampshire
$2.68M -$199K -1,167 -7%
TFA
709
Tobias Financial Advisors
Florida
$2.68M -$50.3K -295 -2%
FF
710
Farrell Financial
New York
$2.68M +$2.68M +17,141 New
TP
711
Tranquility Partners
Tennessee
$2.66M -$318K -1,869 -11%
LWMNY
712
Landmark Wealth Management (New York)
New York
$2.65M +$14.7K +86 +0.6%
WJWM
713
Williams Jones Wealth Management
New York
$2.65M -$330K -1,935 -11%
LFP
714
Leeward Financial Partners
Washington
$2.65M -$133K -780 -5%
HWM
715
Hohimer Wealth Management
Washington
$2.65M -$115K -676 -4%
RFA
716
Resurgent Financial Advisors
Georgia
$2.65M +$10.9K +64 +0.4%
FSA
717
Fort Sheridan Advisors
Illinois
$2.64M +$122K +717 +5%
MHS
718
M Holdings Securities
Oregon
$2.64M +$156K +913 +6%
GLA
719
Great Lakes Advisors
Illinois
$2.64M -$1.04M -6,084 -28%
AAG
720
Armstrong Advisory Group
Massachusetts
$2.64M +$2.39K +14 +0.1%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.63M
SW
722
SteelPeak Wealth
California
$2.63M +$128K +752 +5%
TFA
723
Transamerica Financial Advisors
Florida
$2.62M -$1.14M -6,717 -30%
LSPW
724
Lake Street Private Wealth
Illinois
$2.62M -$157K -924 -6%
OCG
725
Opus Capital Group
Ohio
$2.62M -$13.3K -78 -0.5%