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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 %
LSA
1001
Lansing Street Advisors
Pennsylvania
$1.21M +$1.21M +7,122 New
AWP
1002
Abacus Wealth Partners
California
$1.21M -$3.92K -23 -0.3%
RRCM
1003
Rappaport Reiches Capital Management
Illinois
$1.21M +$17K +100 +1%
CC
1004
Chicago Capital
Illinois
$1.21M +$138K +808 +13%
Barclays
1005
Barclays
United Kingdom
$1.21M +$1.21M +7,070 New
CAS
1006
Coppell Advisory Solutions
Texas
$1.2M +$1.08M +6,318 +871%
VDI
1007
Vaughan David Investments
Illinois
$1.2M +$240K +1,411 +25%
CCM
1008
Carlson Capital Management
Minnesota
$1.2M +$25.7K +151 +2%
OCM
1009
Objective Capital Management
Ohio
$1.19M +$165K +967 +16%
NFG
1010
Nadler Financial Group
Illinois
$1.19M
DWMG
1011
DB Wealth Management Group
California
$1.19M -$51.6K -303 -4%
KLI
1012
Kelman-Lazarov Inc
Tennessee
$1.19M -$8.86K -52 -0.7%
SWP
1013
Summit Wealth Partners
Florida
$1.19M -$176K -1,032 -13%
PCM
1014
Piedmont Capital Management
Montana
$1.19M +$103K +607 +10%
EHC
1015
Everett Harris & Co
California
$1.18M
VCM
1016
Versant Capital Management
Arizona
$1.18M -$54.9K -322 -4%
ECG
1017
EPIQ Capital Group
California
$1.18M -$207K -1,212 -15%
GA
1018
Greytown Advisors
Florida
$1.17M -$206K -1,206 -15%
FGA
1019
Fortis Group Advisors
New Jersey
$1.17M +$127K +805 +12%
LWA
1020
Ledgewood Wealth Advisors
New Hampshire
$1.17M +$1.17M +6,860 New
SWM
1021
Silverlake Wealth Management
Vermont
$1.17M -$153K -895 -12%
CCT
1022
Capital City Trust
Florida
$1.16M +$566K +3,323 +95%
SWP
1023
Strategic Wealth Partners
Ohio
$1.16M +$56.9K +334 +5%
PCIG
1024
Partners Capital Investment Group
Massachusetts
$1.16M -$5.62K -33 -0.5%
WMG
1025
WESCAP Management Group
California
$1.16M