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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 %
AI
1101
Accredited Investors
Minnesota
$956K +$418K +2,287 +78%
JCM
1102
Jag Capital Management
Missouri
$954K -$623K -3,411 -39%
VDBMI
1103
Van Den Berg Management I
Texas
$954K -$54K -296 -5%
PP
1104
Patten & Patten
Tennessee
$950K -$196K -1,071 -17%
MFA
1105
Morling Financial Advisors
California
$949K -$24.1K -132 -2%
BMWM
1106
Brown Miller Wealth Management
Virginia
$946K +$32K +175 +3%
EW
1107
Evoke Wealth
California
$944K -$31M -169,051 -97%
WB
1108
WesBanco Bank
West Virginia
$943K +$97.7K +535 +12%
BWM
1109
Blossom Wealth Management
California
$942K +$86.7K +475 +10%
JIC
1110
JRM Investment Counsel
Nebraska
$941K -$145K -795 -13%
RWPA
1111
Richard W. Paul & Associates
Michigan
$935K -$117K -643 -11%
IWN
1112
Independent Wealth Network
Iowa
$935K -$2.37K -13 -0.3%
FGA
1113
Fortis Group Advisors
New Jersey
$934K -$69.9K -383 -7%
NDSI
1114
Newman Dignan & Sheerar Inc
Rhode Island
$929K +$8.22K +45 +0.9%
VDI
1115
Vaughan David Investments
Illinois
$929K -$164K -899 -15%
LWA
1116
Lantern Wealth Advisors
New York
$928K -$51.1K -280 -5%
FFWM
1117
Future Financial Wealth Management
Ohio
$927K -$445K -2,435 -32%
FCH
1118
Freestone Capital Holdings
Washington
$927K +$117K +640 +14%
JIP
1119
Jaffetilchin Investment Partners
Florida
$925K -$4.38K -24 -0.5%
JWA
1120
JFS Wealth Advisors
Pennsylvania
$922K +$164K +896 +22%
CW
1121
CIC Wealth
Maryland
$922K -$65.7K -360 -7%
FG
1122
Fiduciary Group
Georgia
$921K
SFG
1123
SNS Financial Group
Minnesota
$920K +$267K +1,458 +41%
FFM
1124
Flagstone Financial Management
Nebraska
$919K -$25.9K -142 -3%
BIM
1125
Bridges Investment Management
Nebraska
$916K +$916K +5,016 New