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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 %
SFS
976
Strategic Financial Services
New York
$1.29M -$121K -713 -9%
CB
977
Community Bank
New York
$1.28M
MWP
978
Madison Wealth Partners
Wisconsin
$1.28M +$197K +1,155 +18%
TIA
979
Traphagen Investment Advisors
New Jersey
$1.28M +$61.7K +362 +5%
HGWM
980
Horst & Graben Wealth Management
Oregon
$1.28M -$34.1K -200 -3%
AWM
981
Angeles Wealth Management
California
$1.27M +$1.7K +10 +0.1%
NWA
982
Navis Wealth Advisors
New York
$1.27M +$49.1K +288 +4%
CWMGP
983
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M -$36.8K -216 -3%
DC
984
Darrow Company
Massachusetts
$1.26M -$140K -822 -10%
EFA
985
Evernest Financial Advisors
Indiana
$1.26M +$1.26M +7,416 New
CWM
986
Collaborative Wealth Management
Florida
$1.25M +$3.07K +18 +0.2%
ESB
987
Essex Savings Bank
Connecticut
$1.25M -$102K -599 -8%
MWAM
988
Manhattan West Asset Management
California
$1.25M +$1.36K +8 +0.1%
FAB
989
First American Bank
Illinois
$1.25M
RAG
990
RIA Advisory Group
Iowa
$1.25M +$1.17M +30,917 +1,556%
PJWM
991
Philip James Wealth Mangement
Georgia
$1.25M +$1.25M +7,317 New
FFA
992
Founders Financial Alliance
North Carolina
$1.25M +$69.3K +407 +6%
BWL
993
Bogart Wealth LLC
Virginia
$1.24M +$1.09M +6,407 +727%
AWA
994
Arbor Wealth Advisors
Michigan
$1.23M +$1.23M +7,231 New
TCA
995
Trifecta Capital Advisors
Illinois
$1.23M +$15.3K +90 +1%
CCG
996
Catalina Capital Group
California
$1.23M +$1.23M +7,198 New
AIA
997
Alera Investment Advisors
Illinois
$1.23M
FCBT
998
First Citizens Bank & Trust
North Carolina
$1.22M -$111K -652 -8%
ONSWM
999
Old North State Wealth Management
North Carolina
$1.22M +$12.4K +73 +1%
LMKC
1000
L.M. Kohn & Company
Ohio
$1.21M -$195K -1,145 -14%