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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 %
VC
1151
Vicus Capital
Pennsylvania
$837K +$14.7K +86 +2%
TWA
1152
TCI Wealth Advisors
Arizona
$835K -$6.48K -38 -0.8%
TA
1153
TruWealth Advisors
Louisiana
$835K +$135K +792 +19%
BMD
1154
Better Money Decisions
New Mexico
$835K -$11.9K -70 -1%
OCPWS
1155
One Charles Private Wealth Services
Massachusetts
$830K +$219K +1,284 +36%
WIA
1156
World Investment Advisors
California
$829K +$463K +2,718 +126%
JWBC
1157
John W. Brooker & Co
California
$820K -$2.9K -17 -0.4%
PAI
1158
Pittenger & Anderson Inc
Nebraska
$819K +$533K +3,129 +187%
FG
1159
Fiduciary Group
Georgia
$817K
TYCC
1160
Texas Yale Capital Corp
Florida
$816K
IP
1161
Ignite Planners
California
$814K +$11.9K +70 +1%
MI
1162
Motiv8 Investments
Florida
$805K +$805K +4,726 New
IA
1163
IFG Advisors
Missouri
$805K +$381K +2,235 +90%
MIAS
1164
Mason Investment Advisory Services
Virginia
$804K -$69.4K -407 -8%
FFM
1165
Forum Financial Management
Illinois
$803K +$86.6K +508 +12%
IWN
1166
Independent Wealth Network
Iowa
$803K +$36.8K +216 +5%
CWM
1167
Congress Wealth Management
Massachusetts
$801K +$75.2K +441 +10%
WE
1168
Wealth Effects
Massachusetts
$798K +$407K +2,388 +104%
BW
1169
Bison Wealth
Georgia
$795K -$34.1K -200 -4%
MHIC
1170
Marble Harbor Investment Counsel
Massachusetts
$795K +$17K +100 +2%
CAAS
1171
Capital Asset Advisory Services
Michigan
$789K +$89.5K +525 +13%
BWM
1172
Blossom Wealth Management
California
$789K +$76.2K +447 +11%
SRC
1173
Sage Rhino Capital
California
$787K
MFG
1174
Magnus Financial Group
New York
$781K +$7.84K +46 +1%
WH
1175
Willner & Heller
California
$781K +$781K +4,580 New