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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 %
PIA
776
Perennial Investment Advisors
California
$2.25M -$82K -449 -4%
WCFA
777
Walkner Condon Financial Advisors
Wisconsin
$2.25M -$67K -367 -3%
PCP
778
Proficio Capital Partners
Massachusetts
$2.24M
CPIA
779
Cornell Pochily Investment Advisors
New York
$2.23M +$91.1K +499 +4%
IAIM
780
International Assets Investment Management
Florida
$2.23M -$49.5K -271 -2%
AWM
781
Axxcess Wealth Management
California
$2.22M +$445K +2,437 +25%
GC
782
Grimes & Company
Massachusetts
$2.21M -$107K -588 -5%
DW
783
Durante & Waters
New York
$2.21M -$36.7K -201 -2%
HBW
784
Hazlett, Burt & Watson
West Virginia
$2.2M -$55.4K -304 -2%
SWM
785
Sagace Wealth Management
Florida
$2.2M +$2.2M +11,647 New
RMCM
786
Reynders McVeigh Capital Management
Massachusetts
$2.19M -$41.6K -228 -2%
RWM
787
Ritholtz Wealth Management
New York
$2.19M -$46.7K -256 -2%
BCM
788
Becker Capital Management
Oregon
$2.19M -$114K -620 -5%
RGC
789
Roberts, Glore & Co
Illinois
$2.19M -$59.7K -327 -3%
ATC
790
Argent Trust Co
Tennessee
$2.18M -$137K -753 -6%
OLA
791
Oliver Luxxe Assets
New Jersey
$2.17M -$150K -822 -6%
EWA
792
Exencial Wealth Advisors
Oklahoma
$2.17M -$343K -1,879 -14%
FA
793
FC Advisory
Pennsylvania
$2.17M -$202K -1,105 -9%
BFIM
794
Beese Fulmer Investment Management
Ohio
$2.15M +$4.93K +27 +0.2%
CHJWM
795
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.14M +$51.4K +273 +2%
CCA
796
Childress Capital Advisors
Texas
$2.13M
NAS
797
Nicolet Advisory Services
Wisconsin
$2.13M -$89.9K -485 -4%
SC
798
Sapient Capital
Indiana
$2.13M +$7.89K +43 +0.4%
TCM
799
Tandem Capital Management
New Jersey
$2.12M +$29.8K +162 +1%
SAA
800
Southeast Asset Advisors
Georgia
$2.11M +$40.7K +223 +2%