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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 %
AIC
701
Archer Investment Corporation
Indiana
$3.79M -$127K -646 -3%
CCA
702
Conservest Capital Advisors
Pennsylvania
$3.79M -$150K -766 -4%
MAM
703
Mainsail Asset Management
Alabama
$3.77M -$50.9K -260 -1%
SLT
704
St Louis Trust
Missouri
$3.76M
FWM
705
Forza Wealth Management
Florida
$3.76M -$30.5K -156 -0.8%
PFA
706
Pathway Financial Advisers
Indiana
$3.75M +$122K +624 +3%
KWM
707
Kaydan Wealth Management
Michigan
$3.75M +$8.03K +41 +0.2%
FWM
708
Fonville Wealth Management
Virginia
$3.74M -$36.6K -187 -1%
FWIA
709
Fort Washington Investment Advisors
Ohio
$3.74M -$294K -1,500 -7%
SP
710
Stablepoint Partners
Massachusetts
$3.72M +$388K +1,980 +12%
RWMH
711
Riverpoint Wealth Management Holdings
Illinois
$3.71M +$3.92K +20 +0.1%
SAM
712
Secure Asset Management
Michigan
$3.7M +$100K +512 +3%
BIA
713
Bell Investment Advisors
California
$3.69M -$72.5K -370 -2%
NPFS
714
Novak & Powell Financial Services
Florida
$3.68M -$28.8K -147 -0.8%
CBT
715
CoreFirst Bank & Trust
Kansas
$3.68M -$56.4K -288 -2%
FCA
716
FLC Capital Advisors
California
$3.68M -$701K -3,578 -16%
VBWMG
717
Von Berge Wealth Management Group
California
$3.67M +$49.1K +242 +1%
CP
718
Capital Planning
Washington
$3.67M +$332K +1,694 +10%
SIAG
719
Safeguard Investment Advisory Group
California
$3.66M -$125K -636 -3%
CAM
720
CPA Asset Management
Florida
$3.65M -$2.55K -13 -0.1%
CL
721
Choreo LLC
Illinois
$3.64M -$90.1K -460 -2%
D
722
Dentgroup
Louisiana
$3.64M -$55.6K -284 -2%
KIA
723
KCM Investment Advisors
California
$3.63M -$117K -599 -3%
BWM
724
Baron Wealth Management
Michigan
$3.62M +$20K +102 +0.6%
COCM
725
Charter Oak Capital Management
New Hampshire
$3.61M -$55.4K -283 -2%