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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 %
TC
1076
Tenret Company
Florida
$1.03M +$1.03M +6,040 New
HWM
1077
Horizon Wealth Management
Illinois
$1.02M -$1.7K -10 -0.2%
LBC
1078
Lowe Brockenbrough & Co
Virginia
$1.01M -$3.41K -20 -0.3%
LWM
1079
Laidlaw Wealth Management
New York
$1.01M -$95.8K -562 -9%
NRA
1080
NSI Retail Advisors
Pennsylvania
$1.01M -$51.1K -300 -5%
TSWM
1081
Triangle Securities Wealth Management
North Carolina
$1.01M +$11.6K +68 +1%
CPA
1082
Clear Point Advisors
New York
$1.01M +$1.01M +5,922 New
NP
1083
Nilsine Partners
Colorado
$1M -$170 -1 -0%
GCA
1084
Gradient Capital Advisors
California
$1M +$3.24K +19 +0.3%
SFG
1085
Sovereign Financial Group
Connecticut
$1M -$82.8K -486 -8%
ML
1086
McAdam LLC
Pennsylvania
$1M -$8.86K -52 -0.9%
CCG
1087
Cypress Capital Group
Florida
$1M -$209K -1,228 -17%
CWM
1088
Cranbrook Wealth Management
Michigan
$1M
VDBMI
1089
Van Den Berg Management I
Texas
$1M +$719K +4,218 +255%
NB
1090
Northwest Bancshares
Pennsylvania
$992K
FWM
1091
Fiat Wealth Management
Minnesota
$982K +$982K +5,763 New
IFWM
1092
Institute for Wealth Management
Colorado
$981K -$9.88K -58 -1%
KOMWMG
1093
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$980K -$20.1K -118 -2%
CAM
1094
Carret Asset Management
New York
$975K -$3.24K -19 -0.3%
FB
1095
First Bancorp
Maine
$970K -$11.1K -65 -1%
OWM
1096
OneAscent Wealth Management
Alabama
$970K -$37K -217 -4%
NWM
1097
Northwest Wealth Management
Iowa
$965K -$62.2K -365 -6%
EBSAM
1098
Eubel Brady & Suttman Asset Management
Ohio
$964K
HA
1099
Herold Advisors
New York
$964K +$341 +2 +0%
MLL
1100
Moody Lynn & Lieberson
Massachusetts
$960K