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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 %
RSWA
876
Robinson Smith Wealth Advisors
Maine
$1.69M +$1.69M +9,933 New
DSC
877
Duncker Streett & Co
Missouri
$1.68M +$511 +3 +0%
FFS
878
Founders Financial Securities
Maryland
$1.68M -$128K -750 -7%
CWA
879
CJM Wealth Advisers
Virginia
$1.68M
FFO
880
Fiduciary Family Office
Florida
$1.68M +$1.68M +9,850 New
CP
881
Capital Planning
Washington
$1.68M +$349K +2,047 +26%
AWM
882
Axxcess Wealth Management
California
$1.67M -$1.93M -11,302 -54%
DDC
883
DF Dent & Co
Maryland
$1.65M
AC
884
Anson Capital
Georgia
$1.64M +$812K +4,767 +98%
RIA
885
RPG Investment Advisory
California
$1.63M -$18.6K -109 -1%
CIAS
886
Capital Investment Advisory Services
North Carolina
$1.63M -$135K -790 -8%
OWA
887
Octavia Wealth Advisors
Ohio
$1.62M +$1.32M +7,756 +438%
SOS
888
Silver Oak Securities
Tennessee
$1.61M +$1.12M +6,595 +233%
JGCM
889
Joseph Group Capital Management
Ohio
$1.6M +$32.2K +189 +2%
FIA
890
Foundations Investment Advisors
Arizona
$1.59M -$584K -3,352 -27%
B
891
Bridgeworth
Alabama
$1.59M -$318K -1,866 -17%
CFD
892
Creative Financial Designs
Indiana
$1.58M +$93.4K +548 +6%
PCS
893
Personal CFO Solutions
New Jersey
$1.58M +$511 +3 +0%
CCWM
894
Cassaday & Co Wealth Management
Virginia
$1.57M +$13.1K +77 +0.8%
GEA
895
Glen Eagle Advisors
New Jersey
$1.57M +$67.6K +397 +5%
LSAG
896
Lake Street Advisors Group
New Hampshire
$1.56M +$1.56M +9,177 New
GDP
897
Great Diamond Partners
Maine
$1.55M +$1.03M +6,056 +197%
MWA
898
Monograph Wealth Advisors
California
$1.55M +$1.87K +11 +0.1%
EWM
899
Empirical Wealth Management
Washington
$1.54M +$26.1K +153 +2%
DWT
900
Dorsey & Whitney Trust
South Dakota
$1.52M +$599K +3,515 +65%