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Vanguard Dividend Appreciation ETF

2,291 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, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
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
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Market Value Shares Shares
Change
Shares
Change %
CWS
51
Confluence Wealth Services
Pennsylvania
$121M 599,251 +51,165 +9%
GT
52
Glenmede Trust
Pennsylvania
$118M 602,771 -36,692 -6%
PAG
53
Private Advisor Group
New Jersey
$117M 596,151 +19,276 +3%
RSWM
54
Robertson Stephens Wealth Management
California
$115M 587,326 +204,136 +53%
DC
55
Davenport & Co
Virginia
$115M 585,743 +27,085 +5%
MML Investors Services
56
MML Investors Services
Massachusetts
$110M 562,757 +20,572 +4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$109M 556,177 -12,663 -2%
3AM
58
3EDGE Asset Management
Florida
$108M 550,500 +65,762 +14%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$107M 543,877 -310,155 -36%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$104M 530,101 -8,956 -2%
SFO
61
Stokes Family Office
Louisiana
$99M 505,578 -2,661 -0.5%
SA
62
Sanctuary Advisors
Indiana
$91.4M 450,347 -6,429 -1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$91.1M 465,227 -30,207 -6%
Franklin Resources
64
Franklin Resources
California
$87.5M 446,703 -6,206 -1%
TPCW
65
TD Private Client Wealth
New York
$87.3M 446,037 +19,595 +5%
EA
66
Enclave Advisors
Texas
$79.9M 407,923 -42,756 -9%
KAS
67
Kestra Advisory Services
Texas
$79.8M 407,488 -108,663 -21%
HTC
68
Haverford Trust Company
Pennsylvania
$78.1M 398,871 +17,764 +5%
IAA
69
Independent Advisor Alliance
North Carolina
$77.9M 397,601 +395,618 +19,950%
SPIA
70
Steward Partners Investment Advisory
New York
$77.2M 394,411 +19,634 +5%
PAS
71
Park Avenue Securities
New York
$71.1M 363,179 +16,478 +5%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$70.5M 360,184 +25,119 +7%
AWS
73
Atria Wealth Solutions
New York
$69.3M 354,077 -28,254 -7%
WP
74
WMS Partners
Maryland
$69.2M 353,195 +27,567 +8%
SAI
75
Systematic Alpha Investments
New Jersey
$69.1M 353,000