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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 %
SIG
751
Stonegate Investment Group
Alabama
$2.44M +$5.11K +30 +0.2%
EWA
752
Exencial Wealth Advisors
Oklahoma
$2.42M +$1.62M +9,524 +203%
PBF
753
Petix & Botte Financial
California
$2.4M +$1.02K +6 +0%
AF
754
Affiance Financial
Minnesota
$2.39M
SWA
755
Sax Wealth Advisors
New Jersey
$2.39M +$511 +3 +0%
FDDB
756
Fidelity D&D Bancorp
Pennsylvania
$2.38M -$698K -4,095 -23%
SCG
757
Sonata Capital Group
Washington
$2.37M +$58.1K +341 +3%
FT
758
Fiduciary Trust
Massachusetts
$2.37M
SSB
759
Sandy Spring Bank
Maryland
$2.36M -$658K -3,863 -22%
SRWM
760
Shira Ridge Wealth Management
California
$2.36M +$16.9K +99 +0.7%
FPB
761
First PREMIER Bank
South Dakota
$2.36M -$29.5K -173 -1%
TAM
762
Tocqueville Asset Management
New York
$2.32M -$10.2K -60 -0.4%
LA
763
LexAurum Advisors
Kansas
$2.32M -$30.5K -179 -1%
DFG
764
Dupree Financial Group
Kentucky
$2.3M +$2.3M +13,526 New
SA
765
SRH Advisors
Kansas
$2.3M +$170 +1 +0%
SFA
766
Sequoia Financial Advisors
Ohio
$2.28M -$71.9K -422 -3%
HIA
767
Harbor Investment Advisory
Maryland
$2.28M -$28.8K -169 -1%
FCP
768
Fidelis Capital Partners
Florida
$2.25M +$7.16K +42 +0.3%
FA
769
FC Advisory
Pennsylvania
$2.23M +$240K +1,407 +12%
WIA
770
Wetzel Investment Advisors
Indiana
$2.23M +$2.23M +13,095 New
GC
771
Grimes & Company
Massachusetts
$2.23M -$287K -1,685 -11%
BWM
772
Baystate Wealth Management
Massachusetts
$2.22M -$127K -746 -5%
SSWM
773
Smith Salley Wealth Management
North Carolina
$2.22M -$111K -654 -5%
SP
774
Stablepoint Partners
Massachusetts
$2.21M +$2.21M +12,995 New
ACM
775
Advisors Capital Management
New Jersey
$2.21M +$221K +1,295 +11%