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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 %
SHFA
726
SC&H Financial Advisors
Maryland
$2.63M -$129K -708 -5%
KWS
727
Keystone Wealth Services
California
$2.63M +$226K +1,238 +9%
HIA
728
Harbor Investment Advisory
Maryland
$2.63M +$153K +838 +6%
LW
729
Linscomb Wealth
Texas
$2.62M +$14.8K +81 +0.6%
WJWM
730
Williams Jones Wealth Management
New York
$2.62M -$277K -1,520 -10%
AAP
731
Arax Advisory Partners
Colorado
$2.62M -$6.02K -33 -0.2%
PBF
732
Petix & Botte Financial
California
$2.61M +$1.31M +7,158 +100%
OCG
733
Opus Capital Group
Ohio
$2.61M -$24.6K -135 -0.9%
TFS
734
Thoroughbred Financial Services
Tennessee
$2.6M +$560K +3,067 +27%
SRWM
735
Shira Ridge Wealth Management
California
$2.6M +$169K +926 +7%
FDDB
736
Fidelity D&D Bancorp
Pennsylvania
$2.58M +$23.2K +127 +0.9%
CNBTD
737
Citizens National Bank Trust Department
Mississippi
$2.57M -$17.3K -95 -0.7%
PWMAG
738
Pinnacle Wealth Management Advisory Group
New Jersey
$2.57M +$560K +3,066 +28%
RFM
739
Royal Fund Management
Florida
$2.57M -$13.1M -71,386 -84%
HWM
740
Hohimer Wealth Management
Washington
$2.55M -$213K -1,169 -8%
AR
741
Advisory Research
Illinois
$2.55M -$102K -559 -4%
SWA
742
Sax Wealth Advisors
New Jersey
$2.55M -$277K -1,515 -10%
ZF
743
Zhang Financial
Michigan
$2.55M -$8.95K -49 -0.3%
FPB
744
First PREMIER Bank
South Dakota
$2.52M +$1.28K +7 +0.1%
GLA
745
Great Lakes Advisors
Illinois
$2.49M -$156K -853 -6%
TFO
746
Tarbox Family Office
California
$2.49M -$685K -3,753 -22%
AF
747
Affiance Financial
Minnesota
$2.48M -$55.3K -303 -2%
SFA
748
Sequoia Financial Advisors
Ohio
$2.48M +$47.5K +260 +2%
SCG
749
Sonata Capital Group
Washington
$2.47M -$75.8K -415 -3%
SA
750
SRH Advisors
Kansas
$2.46M