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Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
976
Strategic Financial Services
New York
$1.3M -$10K -55 -0.8%
AWA
977
Arkadios Wealth Advisors
Georgia
$1.3M +$606K +3,319 +87%
CB
978
Community Bank
New York
$1.3M -$36.5K -200 -3%
NWMG
979
National Wealth Management Group
Ohio
$1.29M -$330K -1,808 -20%
PP
980
Prudential plc
United Kingdom
$1.29M -$80.3K -440 -6%
RRCM
981
Rappaport Reiches Capital Management
Illinois
$1.29M
ECG
982
EPIQ Capital Group
California
$1.28M
SB
983
Simmons Bank
Arkansas
$1.27M -$57.1K -313 -4%
SWP
984
Summit Wealth Partners
Florida
$1.27M -$1.46K -8 -0.1%
PJWM
985
Philip James Wealth Mangement
Georgia
$1.27M
LWM
986
Luminvest Wealth Management
Arizona
$1.27M +$1.27M +6,952 New
KLI
987
Kelman-Lazarov Inc
Tennessee
$1.27M -$5.84K -32 -0.5%
VCM
988
Versant Capital Management
Arizona
$1.27M
PCM
989
Piedmont Capital Management
Montana
$1.26M
HAM
990
Harmony Asset Management
Arizona
$1.26M +$150K +820 +13%
BlackRock
991
BlackRock
New York
$1.26M +$541K +2,961 +75%
CWMGP
992
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.26M
WCM
993
Weik Capital Management
Pennsylvania
$1.26M +$73K +400 +6%
AWP
994
Abacus Wealth Partners
California
$1.25M +$18.3K +100 +1%
SWM
995
Silverlake Wealth Management
Vermont
$1.25M +$55.9K +306 +5%
GC
996
Gratus Capital
Georgia
$1.24M -$27.7K -152 -2%
PG
997
Patten Group
Tennessee
$1.24M +$18.4K +101 +2%
WMG
998
WESCAP Management Group
California
$1.24M
MWA
999
Monograph Wealth Advisors
California
$1.24M
CCM
1000
Carlson Capital Management
Minnesota
$1.24M +$9.49K +52 +0.8%