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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 %
XF
1176
XML Financial
Maryland
$779K -$274K -1,606 -26%
KFP
1177
KMG Fiduciary Partners
Ohio
$778K +$170 +1 +0%
AAM
1178
Aureus Asset Management
Massachusetts
$775K +$127K +744 +20%
CA
1179
Continuum Advisory
Idaho
$774K -$1.37M -8,034 -64%
FPW
1180
Flagship Private Wealth
Massachusetts
$773K +$1.7K +10 +0.2%
AHC
1181
Anderson Hoagland & Co
Missouri
$764K
IF
1182
Intrua Financial
Texas
$757K +$15.3K +90 +2%
FRA
1183
Front Row Advisors
California
$754K -$251K -1,472 -25%
FNBOO
1184
First National Bank of Omaha
Nebraska
$751K -$1.7K -10 -0.2%
JCM
1185
Jag Capital Management
Missouri
$750K -$201K -1,181 -21%
CM
1186
Capital Management
Virginia
$750K
BDF
1187
Black Diamond Financial
Maryland
$748K +$187K +1,095 +33%
GT
1188
Glenview Trust
Kentucky
$747K -$99.2K -582 -12%
HCM
1189
HMS Capital Management
Tennessee
$745K -$511 -3 -0.1%
WB
1190
Webster Bank
Connecticut
$743K +$384K +2,255 +107%
DWM
1191
Darwin Wealth Management
Florida
$742K -$42.6K -250 -5%
CA
1192
Crewe Advisors
Utah
$742K +$187K +1,099 +34%
FLII
1193
First Long Island Investors
New York
$741K +$741K +4,346 New
CWM
1194
CIBC World Markets
New York
$740K +$69.2K +406 +10%
FW
1195
FirstPurpose Wealth
Utah
$738K +$85.5K +502 +13%
FEG
1196
Financial Enhancement Group
Indiana
$735K -$8.29K -49 -1%
IB
1197
Intrust Bank
Kansas
$735K -$24.9K -146 -3%
SFWA
1198
Summit Financial Wealth Advisors
Louisiana
$734K +$41.6K +244 +6%
GT
1199
Greenleaf Trust
Michigan
$729K -$196K -1,151 -21%
KC
1200
Kingfisher Capital
North Carolina
$726K +$681 +4 +0.1%