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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 %
AWM
751
Accel Wealth Management
Iowa
$2.46M +$101K +551 +4%
SSB
752
Sandy Spring Bank
Maryland
$2.46M -$391K -2,141 -14%
ACA
753
Atlas Capital Advisors
Wyoming
$2.46M +$177K +971 +8%
TAM
754
Tocqueville Asset Management
New York
$2.44M -$45.6K -250 -2%
CSC
755
Caldwell Sutter Capital
California
$2.43M +$45.3K +248 +2%
PVAMC
756
PPS&V Asset Management Consultants
Michigan
$2.4M -$20.3K -111 -0.8%
ACP
757
Aviance Capital Partners
Florida
$2.37M +$93.8K +514 +4%
WIA
758
Wetzel Investment Advisors
Indiana
$2.36M +$9.86K +54 +0.4%
WBCM
759
Wilson & Boucher Capital Management
California
$2.36M -$30.1K -165 -1%
HP
760
Holistic Planning
Texas
$2.36M -$7.12K -39 -0.3%
LA
761
LexAurum Advisors
Kansas
$2.36M -$30.5K -167 -1%
WFA
762
Wellspring Financial Advisors
Ohio
$2.35M -$354K -1,940 -13%
SYBT
763
Stock Yards Bank & Trust
Kentucky
$2.35M +$209K +1,147 +10%
GWM
764
Geneos Wealth Management
Colorado
$2.34M +$104K +570 +5%
CGA
765
Crescent Grove Advisors
Illinois
$2.33M
HCM
766
Hall Capital Management
Rhode Island
$2.33M +$61.9K +339 +3%
9WM
767
9258 Wealth Management
Ohio
$2.32M +$1.46K +8 +0.1%
BAM
768
Belpointe Asset Management
Nevada
$2.32M -$218K -1,195 -9%
USCWA
769
U.S. Capital Wealth Advisors
Texas
$2.3M +$29.8K +163 +1%
FNT
770
First National Trust
Pennsylvania
$2.3M +$548 +3 +0%
LSA
771
Lion Street Advisors
Texas
$2.28M -$66.1K -362 -3%
JPLA
772
Joseph P. Lucia & Associates
New York
$2.28M -$10K -55 -0.4%
MA
773
MKT Advisors
California
$2.27M +$7.16K +39 +0.3%
RC
774
Roundview Capital
New Jersey
$2.25M +$69.7K +382 +3%
PHS
775
Pekin Hardy Strauss
Illinois
$2.25M -$7.12K -39 -0.3%