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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 %
NF
1051
Norwood Financial
Pennsylvania
$1.09M -$64.6K -379 -6%
CWP
1052
Curated Wealth Partners
California
$1.09M -$256K -1,505 -19%
QWM
1053
Quaker Wealth Management
New Jersey
$1.09M +$9.03K +53 +0.8%
YIA
1054
YHB Investment Advisors
Connecticut
$1.08M
SSC
1055
Syverson Strege & Co
Iowa
$1.08M
BA
1056
Bristlecone Advisors
Washington
$1.08M +$3.92K +23 +0.4%
SS
1057
Sunbelt Securities
Texas
$1.07M +$21.8K +128 +2%
JIC
1058
JRM Investment Counsel
Nebraska
$1.07M -$172K -1,011 -14%
CNB
1059
Camden National Bank
Maine
$1.07M -$40.9K -240 -4%
LTAS
1060
Linden Thomas Advisory Services
North Carolina
$1.07M +$483K +2,835 +82%
CFIA
1061
Cantor Fitzgerald Investment Advisors
New York
$1.07M +$1.07M +6,290 New
CG
1062
Cynosure Group
Utah
$1.07M +$5.79K +34 +0.5%
BFEC
1063
Benjamin F. Edwards & Company
Missouri
$1.07M -$311K -1,828 -23%
Fisher Asset Management
1064
Fisher Asset Management
Washington
$1.07M +$131K +771 +14%
VA
1065
Vident Advisory
Georgia
$1.07M
NED
1066
Nancy E. Dempze
$1.06M
EWM
1067
Elmwood Wealth Management
California
$1.06M -$1.68M -9,872 -61%
FPGK
1068
Financial Partners Group (Kansas)
Kansas
$1.06M +$67.8K +398 +7%
FCA
1069
Fortis Capital Advisors
Kansas
$1.06M -$53K -311 -5%
PHWM
1070
Pine Harbor Wealth Management
Maryland
$1.05M +$1.05M +6,179 New
RFN
1071
RDA Financial Network
Iowa
$1.05M +$2.9K +17 +0.3%
AT
1072
American Trust
Kentucky
$1.04M -$112K -660 -10%
HAM
1073
Harmony Asset Management
Arizona
$1.04M +$1.04M +6,099 New
EA
1074
Evergreen Advisors
Tennessee
$1.04M -$852 -5 -0.1%
APWM
1075
Atlas Private Wealth Management
New York
$1.03M +$341 +2 +0%