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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 %
TA
826
TrueWealth Advisors
Alabama
$1.95M -$209K -1,225 -10%
WCFA
827
Walkner Condon Financial Advisors
Wisconsin
$1.95M +$289K +1,695 +17%
WCM
828
Windham Capital Management
Massachusetts
$1.94M +$19.9K +117 +1%
CHJWM
829
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M +$5.17K +30 +0.3%
RWM
830
Ritholtz Wealth Management
New York
$1.94M -$74.6K -438 -4%
FNBT
831
FineMark National Bank & Trust
Florida
$1.93M -$227K -1,331 -11%
KF
832
Krilogy Financial
Missouri
$1.93M +$1.93M +11,311 New
TCM
833
Tandem Capital Management
New Jersey
$1.92M -$12.6K -74 -0.7%
CP
834
Coho Partners
Pennsylvania
$1.91M +$1.1M +6,482 +137%
KFA
835
Kelleher Financial Advisors
New York
$1.9M +$4.26K +25 +0.2%
BBHC
836
Brown Brothers Harriman & Co
New York
$1.9M -$149K -876 -7%
BSHC
837
Breed's Hill Capital
Massachusetts
$1.89M +$1.89M +11,112 New
CM
838
Cornerstone Management
Georgia
$1.89M -$117K -688 -6%
PCI
839
Planning Center Inc
Illinois
$1.89M +$9.54K +56 +0.5%
IAA
840
Independent Advisor Alliance
North Carolina
$1.89M +$946K +5,809 +101%
WAM
841
Weinberger Asset Management
California
$1.88M +$22.2K +130 +1%
CFGA
842
Cambridge Financial Group (Arizona)
Arizona
$1.88M +$1.88M +11,053 New
MGIA
843
Matthew Goff Investment Advisor
Texas
$1.87M -$59.8K -351 -3%
BF
844
BOK Financial
Oklahoma
$1.87M +$87.1K +511 +5%
AWM
845
Aries Wealth Management
Maine
$1.86M +$1.19K +7 +0.1%
ICM
846
IMS Capital Management
Oregon
$1.86M +$13.6K +80 +0.7%
NSAM
847
North Star Asset Management
Wisconsin
$1.85M +$10.6K +62 +0.6%
I
848
INVST
Indiana
$1.84M -$372K -2,139 -17%
MC
849
Miramar Capital
Illinois
$1.83M -$44.8K -263 -2%
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.83M -$61.7K -397 -3%