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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 %
MPW
901
Monterey Private Wealth
California
$1.52M -$117K -687 -7%
SC
902
Swan Capital
Florida
$1.52M +$368K +2,159 +32%
CWS
903
Cypress Wealth Services
California
$1.52M -$31.9K -187 -2%
JWCA
904
J.W. Coons Advisors
Ohio
$1.51M +$72.6K +426 +5%
PFA
905
Pettinga Financial Advisors
Indiana
$1.51M +$183K +1,075 +14%
HCM
906
Howard Capital Management
Georgia
$1.51M +$1.51M +8,857 New
KMWM
907
Keudell/Morrison Wealth Management
Oregon
$1.51M -$122K -714 -7%
AIA
908
AIMZ Investment Advisors
California
$1.5M +$20.8K +122 +1%
VFIC
909
Valley Forge Investment Consultants
Pennsylvania
$1.5M -$13.5K -79 -0.9%
CPRC
910
Consolidated Portfolio Review Corp
New York
$1.5M +$56.2K +330 +4%
TWA
911
Talisman Wealth Advisors
New Jersey
$1.5M +$50.1K +294 +3%
WFM
912
Wolff Financial Management
Michigan
$1.5M +$22.1K +130 +2%
PP
913
Prudential plc
United Kingdom
$1.49M +$17K +100 +1%
NRW
914
Nova R Wealth
Kansas
$1.49M -$5.45K -32 -0.4%
EFG
915
Ethos Financial Group
Pennsylvania
$1.48M +$93.3K +548 +7%
BWM
916
Birchcreek Wealth Management
Ohio
$1.47M
IGWM
917
ICA Group Wealth Management
Colorado
$1.47M +$522K +3,065 +55%
AFG
918
Albion Financial Group
Utah
$1.47M -$115K -672 -7%
ACM
919
AUA Capital Management
Pennsylvania
$1.46M +$50.4K +296 +4%
SIS
920
Strategic Investment Solutions
Illinois
$1.46M -$33.8M -198,429 -96%
AL
921
ACAS LLC
California
$1.46M -$326K -1,912 -18%
AEPWM
922
Atlantic Edge Private Wealth Management
Florida
$1.45M +$1.45M +8,523 New
SC
923
Sepio Capital
Utah
$1.45M
VV
924
Verity & Verity
South Carolina
$1.45M -$39.5K -232 -3%
WSTAM
925
Wilbanks Smith & Thomas Asset Management
Virginia
$1.44M +$278K +1,630 +24%