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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 %
CHA
726
Carmichael Hill & Associates
Maryland
$2.62M +$12.4K +73 +0.5%
MSAM
727
Moloney Securities Asset Management
Missouri
$2.62M +$184K +1,081 +8%
AFP
728
Ausdal Financial Partners
Iowa
$2.61M +$40.2K +236 +2%
TGCMU
729
Titan Global Capital Management USA
New York
$2.61M +$1.62M +9,486 +162%
CF
730
Centaurus Financial
California
$2.6M -$76.8K -451 -3%
RG
731
Retirement Group
California
$2.59M -$4.43K -26 -0.2%
CL
732
Choreo LLC
Illinois
$2.59M +$687K +4,030 +36%
NFG
733
Nations Financial Group
Iowa
$2.59M -$285K -1,673 -10%
SHFA
734
SC&H Financial Advisors
Maryland
$2.58M -$42.9K -252 -2%
CNBTD
735
Citizens National Bank Trust Department
Mississippi
$2.55M -$3.58K -21 -0.1%
LRPA
736
L. Roy Papp & Associates
Arizona
$2.54M +$121K +710 +5%
SWM
737
Schwallier Wealth Management
Michigan
$2.54M +$2.54M +14,906 New
PFA
738
Pathway Financial Advisers
Indiana
$2.54M +$78.9K +463 +3%
STA
739
Summit Trail Advisors
New York
$2.53M +$43.3K +254 +2%
PVAMC
740
PPS&V Asset Management Consultants
Michigan
$2.53M +$9.2K +54 +0.4%
WFA
741
Wellspring Financial Advisors
Ohio
$2.53M -$197K -1,157 -7%
LW
742
Linscomb Wealth
Texas
$2.52M -$25.7K -151 -1%
SCM
743
Spreng Capital Management
Ohio
$2.5M +$466K +2,734 +23%
BAM
744
Belpointe Asset Management
Nevada
$2.49M +$682 +4 +0%
CGPCS
745
Capital Group Private Client Services
California
$2.48M +$14K +82 +0.6%
AR
746
Advisory Research
Illinois
$2.48M
TF
747
Trek Financial
Arizona
$2.47M -$337K -1,979 -12%
SWM
748
SeaCrest Wealth Management
New York
$2.46M -$127K -751 -5%
WP
749
WealthSource Partners
California
$2.46M -$74K -434 -3%
GWM
750
Geneos Wealth Management
Colorado
$2.45M +$397K +2,329 +19%