Vanguard Dividend Appreciation ETF
2,296 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 899 increasing their positions, 745 reducing their positions, and 63 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14% more funds holding in top 10
Funds holding in top 10: 244 → 277 (+33)
10% more funds holding
Funds holding: 2,092 → 2,296 (+204)
1.54% more ownership
Funds ownership: 44.39% → 45.93% (+1.5%)
Holders
2,296
Holding in Top 10
277
Calls
$118M
Puts
$38.7M
Top Buyers
| 1 | +$706M | |
| 2 | +$430M | |
| 3 | +$310M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$163M |
| 5 |
JPMorgan Chase & Co
New York
|
+$80.4M |
Top Sellers
| 1 | -$106M | |
| 2 | -$60.7M | |
| 3 | -$47.9M | |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$33.2M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$21.3M |