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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 %
CWA
851
CJM Wealth Advisers
Virginia
$1.86M -$27.3K -150 -1%
SIG
852
Spinnaker Investment Group
California
$1.86M -$19.7K -108 -1%
LSAG
853
Lake Street Advisors Group
New Hampshire
$1.85M +$80.9K +441 +5%
WB
854
West Bancorporation
Iowa
$1.84M -$126K -690 -6%
CastleKeep Investment Advisors
855
CastleKeep Investment Advisors
Connecticut
$1.84M -$438K -2,397 -19%
RZH
856
Relyea Zuckerberg Hanson
Connecticut
$1.84M +$365K +2,000 +25%
MRI
857
Mad River Investors
Massachusetts
$1.83M
FIA
858
Foundations Investment Advisors
Arizona
$1.83M +$189K +1,036 +12%
TA
859
TFG Advisers
Michigan
$1.82M -$25.7K -141 -1%
CCT
860
Capital City Trust
Florida
$1.81M +$432K +2,364 +31%
CM
861
Cornerstone Management
Georgia
$1.81M -$37.4K -205 -2%
FFO
862
Fiduciary Family Office
Florida
$1.8M
IC
863
Iconiq Capital
California
$1.79M +$1.79M +9,822 New
PGWM
864
Pitti Group Wealth Management
New York
$1.79M +$20.4K +120 +1%
VV
865
Verity & Verity
South Carolina
$1.78M +$101K +556 +6%
LI
866
LRI Investments
Florida
$1.77M
FWM
867
Fairhaven Wealth Management
Illinois
$1.76M +$25K +137 +1%
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.75M -$93.5K -512 -5%
PTC
869
Private Trust Company
Ohio
$1.74M -$23.2K -127 -1%
CCWM
870
Cassaday & Co Wealth Management
Virginia
$1.73M -$11K -60 -0.6%
DSC
871
Duncker Streett & Co
Missouri
$1.73M -$61.7K -338 -3%
NCM
872
Novare Capital Management
North Carolina
$1.71M
IIC
873
Ironwood Investment Counsel
Arizona
$1.7M -$193K -1,056 -10%
PCS
874
Personal CFO Solutions
New Jersey
$1.69M +$183 +1 +0%
RIA
875
RPG Investment Advisory
California
$1.69M -$8.22K -45 -0.5%