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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 %
MLFP
1026
MPS Loria Financial Planners
Illinois
$1.15M +$15.5K +91 +1%
BWG
1027
Balanced Wealth Group
Ohio
$1.15M +$1.15M +6,750 New
GCM
1028
Gallacher Capital Management
Colorado
$1.15M -$139K -815 -11%
JWM
1029
JGP Wealth Management
Oregon
$1.15M -$2.14M -12,559 -65%
BCM
1030
Brookmont Capital Management
Texas
$1.15M +$206K +1,208 +22%
CFO
1031
Callan Family Office
Pennsylvania
$1.14M
FRA
1032
Frank Rimerman Advisors
California
$1.14M +$1.87K +11 +0.2%
CHA
1033
Cooper/Haims Advisors
New York
$1.13M +$68.2K +400 +6%
RWPA
1034
Richard W. Paul & Associates
Michigan
$1.13M +$1.04M +6,110 +1,182%
RT
1035
Rockland Trust
Massachusetts
$1.13M
SHGA
1036
Sand Hill Global Advisors
California
$1.12M -$45.3K -266 -4%
MYIA
1037
Mount Yale Investment Advisors
Colorado
$1.12M +$84K +493 +8%
HCM
1038
Highview Capital Management
Illinois
$1.11M
CB
1039
Cadence Bank
Mississippi
$1.11M -$476K -2,796 -30%
BC
1040
Barrett & Company
Rhode Island
$1.11M -$95.1K -558 -8%
WC
1041
Wexford Capital
Florida
$1.11M
PW
1042
Peninsula Wealth
California
$1.11M +$3.41K +20 +0.3%
PG
1043
Patten Group
Tennessee
$1.1M +$48.9K +287 +5%
SIA
1044
Schechter Investment Advisors
Michigan
$1.1M +$26.8K +157 +2%
TDC
1045
Thompson Davis & Co
Virginia
$1.1M -$81.5K -478 -7%
KA
1046
Klingman & Associates
New York
$1.09M -$83.5K -490 -7%
BL
1047
BFSG LLC
California
$1.09M
RA
1048
Rockingstone Advisors
Massachusetts
$1.09M +$46.9K +275 +4%
EFL
1049
ERn Financial LLC
Wisconsin
$1.09M +$853 +5 +0.1%
WCM
1050
Weik Capital Management
Pennsylvania
$1.09M +$24.7K +145 +2%