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Vanguard Dividend Appreciation ETF

2,089 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 844 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
844
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
776
Wilmington Savings Fund Society
Delaware
$2.69M -$750K -3,789 -22%
SCG
777
Sonata Capital Group
Washington
$2.68M
SA
778
SRH Advisors
Kansas
$2.67M +$198 +1 +0%
AWM
779
Accel Wealth Management
Iowa
$2.66M -$13.1K -66 -0.5%
TAM
780
Tocqueville Asset Management
New York
$2.65M +$198 +1 +0%
TFS
781
Thoroughbred Financial Services
Tennessee
$2.65M -$176K -888 -6%
SWM
782
Sagace Wealth Management
Florida
$2.63M +$289K +1,435 +12%
SYBT
783
Stock Yards Bank & Trust
Kentucky
$2.63M +$77.2K +390 +3%
USCWA
784
U.S. Capital Wealth Advisors
Texas
$2.6M +$100K +507 +4%
CSC
785
Caldwell Sutter Capital
California
$2.6M -$38.4K -194 -1%
DW30
786
Drucker Wealth 3.0
New Jersey
$2.59M +$1.05M +5,307 +68%
TFO
787
Tarbox Family Office
California
$2.58M -$123K -620 -5%
BAM
788
Belpointe Asset Management
Nevada
$2.57M +$48.9K +247 +2%
WFA
789
Wellspring Financial Advisors
Ohio
$2.56M +$1.98K +10 +0.1%
ACP
790
Aviance Capital Partners
Florida
$2.55M -$23K -116 -0.9%
AIM
791
Anchor Investment Management
South Carolina
$2.55M +$2.01M +10,134 +372%
ATC
792
Argent Trust Co
Tennessee
$2.53M +$169K +853 +7%
CGA
793
Crescent Grove Advisors
Illinois
$2.53M +$199 +1 +0%
9WM
794
9258 Wealth Management
Ohio
$2.52M
JCM
795
Jacobi Capital Management
Pennsylvania
$2.52M +$284K +1,435 +13%
FAM
796
Formidable Asset Management
Ohio
$2.52M +$2.52M +12,700 New
PVAMC
797
PPS&V Asset Management Consultants
Michigan
$2.5M -$109K -550 -4%
GLA
798
Great Lakes Advisors
Illinois
$2.48M -$226K -1,139 -8%
RFC
799
Regions Financial Corp
Alabama
$2.47M +$279K +1,411 +13%
LSA
800
Lion Street Advisors
Texas
$2.46M -$14.9K -75 -0.6%