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Vanguard Dividend Appreciation ETF

2,042 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, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

Holders
2,042
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
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Market Value Shares Shares
Change
Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$105M 572,566 +72,310 +14%
PAG
52
Private Advisor Group
New Jersey
$105M 575,040 +18,746 +3%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$102M 556,365 +125,770 +29%
LNC
54
Lincoln National Corp
Pennsylvania
$98.5M 539,731 -233,594 -30%
DC
55
Davenport & Co
Virginia
$98.1M 537,268 +32,792 +7%
MML Investors Services
56
MML Investors Services
Massachusetts
$97.3M 533,127 +22,463 +4%
PWP
57
Perfromance Wealth Partners
Illinois
$97.1M 531,834 -11,874 -2%
SFO
58
Stokes Family Office
Louisiana
$95M 520,157 -14,171 -3%
KAS
59
Kestra Advisory Services
Texas
$94.5M 537,479 +176,491 +49%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$94.2M 516,004 -17,475 -3%
CWS
61
Confluence Wealth Services
Pennsylvania
$92.2M 505,124 +30,722 +6%
Franklin Resources
62
Franklin Resources
California
$80.8M 442,468 +3,267 +0.7%
TPCW
63
TD Private Client Wealth
New York
$76.4M 418,383 +24,464 +6%
AWS
64
Atria Wealth Solutions
New York
$74.9M 409,367 -8,764 -2%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$74.6M 508,325 +94,679 +23%
SA
66
Sanctuary Advisors
Indiana
$74M 418,531 +418,531 New
BCM
67
Brookstone Capital Management
Illinois
$68.5M 360,446 +55,457 +18%
HTC
68
Haverford Trust Company
Pennsylvania
$66.7M 365,603 +29,239 +9%
HSWM
69
Hubbell Strickland Wealth Management
Louisiana
$64.6M 353,664 -3,704 -1%
SAI
70
Systematic Alpha Investments
New Jersey
$64.4M 353,000
PCMC
71
Paragon Capital Management (Colorado)
Colorado
$62.6M 343,180 -2,747 -0.8%
NA
72
NewEdge Advisors
Louisiana
$62.5M 342,482 +92,250 +37%
PWA
73
Provenance Wealth Advisors
Florida
$60M 328,554 -2,942 -0.9%
PAS
74
Park Avenue Securities
New York
$57.7M 316,181 -7,732 -2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$56.7M 310,566 +32,911 +12%