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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 %
TFS
801
Thoroughbred Financial Services
Tennessee
$2.08M +$290K +1,701 +16%
ACP
802
Aviance Capital Partners
Florida
$2.06M -$535K -3,141 -21%
PSP
803
Principal Street Partners
Tennessee
$2.06M -$2.02M -11,834 -49%
IIC
804
Ironwood Investment Counsel
Arizona
$2.06M -$45.7K -268 -2%
PFP
805
Pinnacle Financial Partners
Tennessee
$2.05M +$24.7K +145 +1%
WAM
806
WNY Asset Management
New York
$2.04M +$318K +1,866 +18%
NAS
807
Nicolet Advisory Services
Wisconsin
$2.04M -$821K -4,873 -29%
IAIM
808
International Assets Investment Management
Florida
$2.03M +$2.03M +11,903 New
CGA
809
Crescent Grove Advisors
Illinois
$2.03M -$84.9K -498 -4%
NWMG
810
National Wealth Management Group
Ohio
$2.02M -$161K -945 -7%
HCM
811
Hall Capital Management
Rhode Island
$2.01M +$19.9K +117 +1%
RA
812
RFG Advisory
Alabama
$2.01M -$66.1K -388 -3%
JCM
813
Jacobi Capital Management
Pennsylvania
$2M +$130K +765 +7%
BFIM
814
Beese Fulmer Investment Management
Ohio
$2M +$8.18K +48 +0.4%
KNFPWM
815
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2M +$2M +11,721 New
HBW
816
Hazlett, Burt & Watson
West Virginia
$2M +$20.6K +121 +1%
ACA
817
Atlas Capital Advisors
Wyoming
$1.99M +$126K +742 +7%
RC
818
Roundview Capital
New Jersey
$1.99M -$102K -601 -5%
CCA
819
Childress Capital Advisors
Texas
$1.99M
EIA
820
Eldridge Investment Advisors
New Hampshire
$1.99M +$1.99M +11,665 New
ATC
821
Argent Trust Co
Tennessee
$1.99M +$842K +4,939 +74%
PHS
822
Pekin Hardy Strauss
Illinois
$1.99M -$74.3K -436 -4%
X
823
Xponance
Pennsylvania
$1.99M +$1.99M +11,650 New
CPIA
824
Cornell Pochily Investment Advisors
New York
$1.96M -$63.6K -373 -3%
BAM
825
BOS Asset Management
Illinois
$1.95M +$36.6K +215 +2%