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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 %
MCA
1101
MSH Capital Advisors
Arizona
$959K -$30.3K -178 -3%
SF
1102
Safeguard Financial
Wisconsin
$948K +$152K +891 +19%
SC
1103
Sapient Capital
Indiana
$947K +$947K +5,558 New
LRIA
1104
Leonard Rickey Investment Advisors
Washington
$946K +$4.43K +26 +0.5%
RCYC
1105
Richard C. Young & Co
Rhode Island
$941K -$2.56K -15 -0.3%
MPW
1106
MA Private Wealth
California
$941K -$50.1K -294 -5%
SAM
1107
Smithbridge Asset Management
Pennsylvania
$939K -$47.7K -280 -5%
BWP
1108
Baldwin Wealth Partners
Massachusetts
$937K
PNC
1109
Park National Corp
Ohio
$935K -$348K -2,041 -27%
MFA
1110
Morling Financial Advisors
California
$934K -$6.99K -41 -0.7%
ORC
1111
O'Rourke & Company
Massachusetts
$931K -$11.6K -68 -1%
LCC
1112
Lincoln Capital Corp
Rhode Island
$929K
LEFP
1113
Leading Edge Financial Planning
Tennessee
$923K -$3.4M -19,967 -79%
CW
1114
CIC Wealth
Maryland
$922K -$9.88K -58 -1%
OAM
1115
Occidental Asset Management
California
$920K +$35.8K +210 +4%
WIP
1116
WealthCare Investment Partners
Rhode Island
$920K +$4.76K +28 +0.5%
FAG
1117
Fortitude Advisory Group
Washington
$910K -$8.52K -50 -0.9%
MCM
1118
Maple Capital Management
Vermont
$908K +$45.3K +266 +5%
HIF
1119
Hill Island Financial
Michigan
$906K -$31.9K -187 -3%
SPI
1120
Sutton Place Investors
New York
$905K +$9.2K +54 +1%
SCA
1121
Sage Capital Advisors
South Dakota
$904K +$171K +1,002 +23%
WFA
1122
Wells Financial Advisors
Massachusetts
$903K
SP
1123
Successful Portfolios
Florida
$896K +$341 +2 +0%
EL
1124
EMFO LLC
Florida
$896K
WDL
1125
Well Done LLC
Michigan
$894K +$87.8K +515 +11%