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Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
1076
Financial Partners Group (Kansas)
Kansas
$1.02M -$27.7K -152 -3%
KOMWMG
1077
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M +$2.19K +12 +0.2%
KCFA
1078
Key Client Fiduciary Advisors
New Jersey
$1.01M +$98.4K +539 +11%
EFP
1079
Elser Financial Planning
Indiana
$1.01M +$1.01M +5,523 New
SAM
1080
Smithbridge Asset Management
Pennsylvania
$1.01M
LRIA
1081
Leonard Rickey Investment Advisors
Washington
$1M -$9.86K -54 -1%
BWP
1082
Baldwin Wealth Partners
Massachusetts
$1M
FFM
1083
Forum Financial Management
Illinois
$1M +$112K +616 +13%
FAG
1084
Fortitude Advisory Group
Washington
$997K +$1.64K +9 +0.2%
ORC
1085
O'Rourke & Company
Massachusetts
$988K -$12.8K -70 -1%
LCC
1086
Lincoln Capital Corp
Rhode Island
$985K
WIP
1087
WealthCare Investment Partners
Rhode Island
$984K -$1.83K -10 -0.2%
IFWM
1088
Institute for Wealth Management
Colorado
$980K -$53.5K -293 -5%
MPW
1089
MA Private Wealth
California
$972K -$15.7K -86 -2%
SPI
1090
Sutton Place Investors
New York
$970K
SCA
1091
Sage Capital Advisors
South Dakota
$969K
WFA
1092
Wells Financial Advisors
Massachusetts
$968K
IA
1093
IFG Advisors
Missouri
$966K +$36.5K +200 +4%
BIM
1094
Baldwin Investment Management
Pennsylvania
$965K +$2.74K +15 +0.3%
YIA
1095
YHB Investment Advisors
Connecticut
$963K -$175K -960 -15%
EL
1096
Essex LLC
Illinois
$962K +$962K +5,270 New
EL
1097
EMFO LLC
Florida
$959K
DWT
1098
Dorsey & Whitney Trust
South Dakota
$959K -$3.83K -21 -0.4%
BDF
1099
Black Diamond Financial
Maryland
$959K +$157K +861 +20%
SAM
1100
Sawgrass Asset Management
Florida
$956K