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Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
701
Orion Portfolio Solutions
Nebraska
$2.96M +$27K +148 +0.9%
CA
702
CGN Advisors
Kansas
$2.95M -$98.2K -538 -3%
SMAM
703
Sugar Maple Asset Management
Wisconsin
$2.94M -$154K -843 -5%
PB
704
Pinnacle Bancorp
Nebraska
$2.94M +$29.2K +160 +1%
CPIG
705
Chicago Partners Investment Group
Illinois
$2.93M -$72.5K -385 -2%
SAM
706
Secure Asset Management
Michigan
$2.92M -$606K -3,317 -17%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.92M -$3.43K -18 -0.1%
MSAM
708
Moloney Securities Asset Management
Missouri
$2.88M +$12.6K +69 +0.4%
LRPA
709
L. Roy Papp & Associates
Arizona
$2.88M -$27.4K -150 -0.9%
NRI
710
NFP Retirement Inc
California
$2.88M -$18.4K -101 -0.6%
LFP
711
Leeward Financial Partners
Washington
$2.84M -$183 -1 -0%
TP
712
Tranquility Partners
Tennessee
$2.83M -$37.2K -204 -1%
TFA
713
Tobias Financial Advisors
Florida
$2.83M -$14.1K -77 -0.5%
BBWP
714
Beacon Bridge Wealth Partners
Pennsylvania
$2.82M -$113K -618 -4%
TFA
715
Transamerica Financial Advisors
Florida
$2.8M
FFS
716
Founders Financial Securities
Maryland
$2.79M +$1.06M +5,829 +62%
LSPW
717
Lake Street Private Wealth
Illinois
$2.76M -$4.2K -23 -0.2%
RVPG
718
Relative Value Partners Group
$2.76M +$2.44M +13,381 +769%
SF
719
Summit Financial
New Jersey
$2.76M +$1.59M +8,690 +137%
USAA
720
United Services Automobile Association
Texas
$2.75M -$236K -1,291 -8%
MFA
721
Mayflower Financial Advisors
Massachusetts
$2.71M -$295K -1,616 -10%
AAG
722
Armstrong Advisory Group
Massachusetts
$2.68M -$148K -813 -5%
SIG
723
Stonegate Investment Group
Alabama
$2.67M +$40.2K +220 +2%
CHA
724
Carmichael Hill & Associates
Maryland
$2.66M -$147K -804 -5%
SFG
725
Sunburst Financial Group
Alabama
$2.64M -$58.6K -321 -2%