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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 %
Citadel Advisors
1126
Citadel Advisors
Florida
$893K -$7.3M -42,843 -89%
SAM
1127
Sawgrass Asset Management
Florida
$893K
VFA
1128
Valeo Financial Advisors
Indiana
$887K -$191K -1,123 -18%
PP
1129
Patten & Patten
Tennessee
$886K +$1.36K +8 +0.2%
LWM
1130
LongView Wealth Management
Georgia
$884K +$884K +5,219 New
FFM
1131
Flagstone Financial Management
Nebraska
$882K
MG
1132
Mather Group
Illinois
$880K -$52K -305 -6%
FTWA
1133
Fifth Third Wealth Advisors
Ohio
$878K
RBCM
1134
Raub Brock Capital Management
California
$876K +$57.1K +335 +7%
RDFA
1135
Ritter Daniher Financial Advisory
Ohio
$869K -$66.1K -388 -7%
GA
1136
Greenspring Advisors
Maryland
$867K
S
1137
Sunpointe
Missouri
$860K +$860K +5,047 New
HCMT
1138
Highland Capital Management (Tennessee)
Tennessee
$860K -$168K -987 -16%
NDSI
1139
Newman Dignan & Sheerar Inc
Rhode Island
$859K -$58.1K -341 -6%
MWA
1140
MN Wealth Advisors
Kansas
$852K +$852K +5,000 New
ITIM
1141
Indiana Trust & Investment Management
Indiana
$851K
JIP
1142
Jaffetilchin Investment Partners
Florida
$851K +$35.3K +207 +4%
AWA
1143
Arkadios Wealth Advisors
Georgia
$850K +$26.1K +153 +3%
LL
1144
LWMG LLC
Minnesota
$846K +$7.5K +44 +0.9%
KCFA
1145
Key Client Fiduciary Advisors
New Jersey
$843K +$48.2K +283 +6%
BTI
1146
Blue Trust Inc
Georgia
$841K -$378K -2,436 -31%
FAG
1147
Financial Advisory Group
Texas
$841K
MFWP
1148
Mosaic Family Wealth Partners
Missouri
$839K
SPI
1149
Santori & Peters Inc
Pennsylvania
$838K -$10.1K -59 -1%
BAM
1150
BTS Asset Management
Massachusetts
$838K -$997K -5,842 -54%