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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 %
WAM
801
Weinberger Asset Management
California
$2.09M +$45.1K +247 +2%
FT
802
Fiduciary Trust
Massachusetts
$2.09M -$124K -680 -6%
MW
803
Members Wealth
Pennsylvania
$2.09M +$2.09M +10,127 New
DWAM
804
Duncan Williams Asset Management
Tennessee
$2.08M
CFGA
805
Cambridge Financial Group (Arizona)
Arizona
$2.08M +$99.9K +547 +5%
RRA
806
Round Rock Advisors
Connecticut
$2.08M -$142K -780 -6%
FCFC
807
First Commonwealth Financial Corp
Pennsylvania
$2.07M +$607K +3,324 +41%
EWM
808
Empirical Wealth Management
Washington
$2.07M -$70.1K -384 -3%
KF
809
Krilogy Financial
Missouri
$2.07M -$20.4K -112 -1%
BF
810
BOK Financial
Oklahoma
$2.07M -$116K -638 -5%
SW
811
SteelPeak Wealth
California
$2.06M -$806K -4,396 -28%
NSAM
812
North Star Asset Management
Wisconsin
$2.06M -$155K -847 -7%
ACM
813
Advisors Capital Management
New Jersey
$2.06M -$42K -230 -2%
JCM
814
Jacobi Capital Management
Pennsylvania
$2.06M -$84.5K -463 -4%
FCP
815
Fidelis Capital Partners
Florida
$2.05M -$173K -951 -8%
BSHC
816
Breed's Hill Capital
Massachusetts
$2.03M
RFC
817
Regions Financial Corp
Alabama
$2.02M -$668K -3,657 -25%
BFG
818
Bleakley Financial Group
New Jersey
$2.02M -$8.32M -45,603 -80%
LSIA
819
LaSalle St. Investment Advisors
Illinois
$2.01M -$427K -2,340 -18%
ATPW
820
Ashton Thomas Private Wealth
Arizona
$2.01M +$189K +1,037 +10%
AWM
821
Aries Wealth Management
Maine
$1.99M +$6.39K +35 +0.3%
LA
822
Latitude Advisors
Florida
$1.99M -$31.2K -171 -2%
PI
823
PFG Investments
New York
$1.98M -$1.48M -8,134 -43%
SSWM
824
Smith Salley Wealth Management
North Carolina
$1.98M -$398K -2,180 -17%
HCM
825
Howard Capital Management
Georgia
$1.97M +$170K +932 +9%