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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 %
BCM
951
BluePointe Capital Management
California
$1.37M +$1.37M +8,024 New
IWA
952
Inspirion Wealth Advisors
Illinois
$1.36M -$5.27K -31 -0.4%
CMBA
953
C.M. Bidwell & Associates
Hawaii
$1.36M -$5.79K -34 -0.4%
S
954
Sachetta
Massachusetts
$1.36M +$1.36M +7,965 New
CT
955
Cambridge Trust
Massachusetts
$1.35M -$223K -1,310 -14%
TCMP
956
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.35M -$404K -2,371 -23%
PFP
957
Paragon Financial Partners
California
$1.34M +$3.92K +23 +0.3%
USB
958
Union Savings Bank
Connecticut
$1.34M -$90K -528 -6%
MWM
959
Moulton Wealth Management
Washington
$1.33M -$339 -2 -0%
NC
960
NovaPoint Capital
Georgia
$1.32M +$984K +5,776 +291%
SEIA
961
Signature Estate & Investment Advisors
California
$1.32M +$14K +82 +1%
PI
962
PFG Investments
New York
$1.32M +$131K +768 +11%
SWC
963
Spectrum Wealth Counsel
Indiana
$1.32M +$1.32M +7,730 New
APW
964
Austin Private Wealth
Texas
$1.32M -$74.6K -438 -5%
SIA
965
Sage Investment Advisers
New York
$1.31M -$296K -1,736 -18%
TW
966
Towerpoint Wealth
California
$1.31M +$12.6K +74 +1%
WA
967
WBH Advisory
Maryland
$1.3M -$14.1K -83 -1%
GWCM
968
Godshalk Welsh Capital Management
Pennsylvania
$1.3M +$8.52K +50 +0.7%
MAG
969
Mayfair Advisory Group
Alabama
$1.3M +$4.08K +24 +0.3%
RMF
970
Red Mountain Financial
Colorado
$1.3M +$1.3M +7,639 New
SB
971
Simmons Bank
Arkansas
$1.3M +$152K +893 +13%
LCM
972
Logan Capital Management
Pennsylvania
$1.3M
GWP
973
Gateway Wealth Partners
Wisconsin
$1.3M -$2.99M -17,548 -70%
GAG
974
GM Advisory Group
New York
$1.3M +$55K +323 +4%
GKWIM
975
Gerber Kawasaki Wealth & Investment Management
California
$1.29M -$160K -939 -11%