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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 %
LA
851
Latitude Advisors
Florida
$1.83M -$26.9K -158 -1%
AFG
852
Atomi Financial Group
New York
$1.82M +$1.06M +6,219 +139%
GGS
853
Galvin Gaustad & Stein
Arizona
$1.82M -$31.9K -187 -2%
EWM
854
Evercore Wealth Management
New York
$1.81M -$39.2K -230 -2%
MF
855
Meridian Financial
Massachusetts
$1.8M +$170 +1 +0%
HH
856
Hilltop Holdings
Texas
$1.8M -$80.8K -474 -4%
CFO
857
Collective Family Office
Pennsylvania
$1.79M +$20.1K +118 +1%
HFS
858
HBC Financial Services
Washington
$1.79M -$40.9K -240 -2%
MA
859
MONECO Advisors
Connecticut
$1.79M +$69.9K +410 +4%
WB
860
West Bancorporation
Iowa
$1.79M -$39.4K -231 -2%
PGWM
861
Pitti Group Wealth Management
New York
$1.79M -$97.5K -572 -5%
EA
862
Eudaimonia Advisors
Tennessee
$1.79M +$31.7K +186 +2%
CFCI
863
Comprehensive Financial Consultants Institutional
Indiana
$1.78M +$17.4K +102 +1%
SAA
864
Southeast Asset Advisors
Georgia
$1.78M -$22K -129 -1%
DWM
865
Defined Wealth Management
Oregon
$1.77M +$5.28K +31 +0.3%
SIG
866
Spinnaker Investment Group
California
$1.77M +$244K +1,430 +16%
APW
867
Acima Private Wealth
Virginia
$1.74M
TAM
868
Townsend Asset Management
North Carolina
$1.74M -$7.5K -44 -0.4%
WS
869
Wedbush Securities
California
$1.74M +$353K +2,074 +26%
TA
870
TFG Advisers
Michigan
$1.72M +$7.5K +44 +0.4%
BAG
871
Bridgewealth Advisory Group
California
$1.71M +$24.7K +145 +1%
MRI
872
Mad River Investors
Massachusetts
$1.71M
PTC
873
Private Trust Company
Ohio
$1.71M +$20.4K +120 +1%
SI
874
Saxon Interests
Texas
$1.71M +$1.71M +10,038 New
CCFCSB
875
Cape Cod Five Cents Savings Bank
Massachusetts
$1.71M -$1.79M -10,498 -51%