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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 %
NCM
926
Novare Capital Management
North Carolina
$1.44M -$68K -399 -5%
SYBT
927
Stock Yards Bank & Trust
Kentucky
$1.44M -$119K -700 -8%
EA
928
Emerald Advisors
Washington
$1.44M +$40K +235 +3%
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$199K +1,166 +16%
ATPW
930
Ashton Thomas Private Wealth
Arizona
$1.43M -$193K -1,130 -12%
FCA
931
FinTrust Capital Advisors
South Carolina
$1.43M +$55.9K +328 +4%
AWA
932
ARQ Wealth Advisors
Arizona
$1.43M -$162K -949 -10%
AIM
933
Avity Investment Management
Connecticut
$1.42M +$35.1K +206 +3%
CAI
934
Capital Advisors Inc
Oklahoma
$1.42M -$4.6K -27 -0.3%
BA
935
Bluesphere Advisors
Pennsylvania
$1.41M +$8.52K +50 +0.6%
BFO
936
Biltmore Family Office
North Carolina
$1.4M
V
937
ViaWealth
Kansas
$1.4M -$74.3K -436 -5%
BCM
938
Bienville Capital Management
New York
$1.4M +$2.22K +13 +0.2%
NA
939
Nottingham Advisors
New York
$1.39M +$682 +4 +0%
IF
940
IRON Financial
Illinois
$1.39M +$6.31K +37 +0.5%
AWM
941
Avior Wealth Management
Nebraska
$1.38M +$102K +601 +8%
AWS
942
Aspen Wealth Strategies
Colorado
$1.38M -$8.73M -51,218 -86%
M
943
MOTCO
Texas
$1.38M -$11.9K -70 -0.9%
MPCA
944
Madison Park Capital Advisors
Washington
$1.38M +$1.38M +8,103 New
BST
945
Bath Savings Trust
Maine
$1.38M +$346K +2,031 +33%
WWC
946
Waypoint Wealth Counsel
Georgia
$1.38M +$627K +3,679 +83%
VCM
947
Vivaldi Capital Management
Illinois
$1.38M +$50K +288 +4%
RZH
948
Relyea Zuckerberg Hanson
Connecticut
$1.37M +$1.7K +10 +0.1%
BWM
949
BNC Wealth Management
Oregon
$1.37M -$1.53K -9 -0.1%
KTA
950
Keeley-Teton Advisors
Illinois
$1.37M