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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RMF
1051
Red Mountain Financial
Colorado
$1.48M -$59.7K -305 -4%
LSWP
1052
Liberty Square Wealth Partners
Pennsylvania
$1.48M +$1.48M +7,267 New
TAM
1053
Townsend Asset Management
North Carolina
$1.48M -$6.66K -34 -0.4%
LCM
1054
Logan Capital Management
Pennsylvania
$1.47M -$3.13K -16 -0.2%
IP
1055
Integras Partners
Georgia
$1.47M +$1.47M +7,514 New
MF
1056
Montis Financial
Massachusetts
$1.47M +$1.09M +5,561 +285%
EB
1057
Eastern Bank
Massachusetts
$1.46M
SAG
1058
SageView Advisory Group
California
$1.45M +$194K +990 +15%
GS
1059
GTS Securities
New York
$1.45M +$573K +2,925 +65%
SAM
1060
Synergy Asset Management
Washington
$1.44M +$726K +3,697 +102%
FAB
1061
First American Bank
Illinois
$1.44M
APW
1062
Austin Private Wealth
Texas
$1.43M -$11.4K -58 -0.8%
LSPW
1063
Lake Street Private Wealth
Illinois
$1.43M +$29.2K +149 +2%
CC
1064
Chicago Capital
Illinois
$1.43M -$233K -1,190 -14%
AWA
1065
Arbor Wealth Advisors
Michigan
$1.42M +$3.92K +20 +0.3%
WAM
1066
WNY Asset Management
New York
$1.42M -$636K -3,247 -31%
DC
1067
Darrow Company
Massachusetts
$1.42M -$14.5K -74 -1%
ONSWM
1068
Old North State Wealth Management
North Carolina
$1.42M +$69.6K +355 +5%
IF
1069
IRON Financial
Illinois
$1.41M -$86K -439 -6%
TSS
1070
Two Sigma Securities
New York
$1.41M +$1.41M +7,180 New
GWCM
1071
Godshalk Welsh Capital Management
Pennsylvania
$1.4M -$12.9K -66 -0.9%
LFG
1072
Larson Financial Group
Missouri
$1.4M +$5.48K +28 +0.4%
KLI
1073
Kelman-Lazarov Inc
Tennessee
$1.4M +$38.8K +198 +3%
PJWM
1074
Philip James Wealth Mangement
Georgia
$1.39M +$11.4K +58 +0.8%
RRCM
1075
Rappaport Reiches Capital Management
Illinois
$1.39M