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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 %
HCM
1176
HMS Capital Management
Tennessee
$824K
AL
1177
ACAS LLC
California
$821K -$80.9K -426 -9%
SP
1178
Successful Portfolios
Florida
$815K -$196K -1,075 -19%
PHWM
1179
Pine Harbor Wealth Management
Maryland
$811K -$111K -608 -12%
KFP
1180
KMG Fiduciary Partners
Ohio
$808K -$18.8K -103 -2%
BCM
1181
Brookmont Capital Management
Texas
$807K -$78.5K -430 -9%
ES
1182
Eagle Strategies
New York
$805K -$7.23M -39,611 -90%
CM
1183
Capital Management
Virginia
$803K
ASFA
1184
All Season Financial Advisors
Colorado
$797K +$797K +4,368 New
TW
1185
Towerpoint Wealth
California
$789K -$45.6K -250 -5%
WB
1186
Webster Bank
Connecticut
$786K -$11.7K -64 -1%
CPP
1187
Capasso Planning Partners
South Carolina
$782K +$560K +3,066 +252%
BTI
1188
Blue Trust Inc
Georgia
$779K
JWBC
1189
John W. Brooker & Co
California
$776K -$106K -580 -12%
IF
1190
Intrua Financial
Texas
$775K -$53.5K -293 -6%
SMA
1191
Sage Mountain Advisors
Georgia
$774K +$126K +693 +20%
FEG
1192
Financial Enhancement Group
Indiana
$772K -$45.1K -240 -6%
MWM
1193
Melfa Wealth Management
Massachusetts
$772K
LFS
1194
Legacy Financial Strategies
Kansas
$770K
TWM
1195
Thrive Wealth Management
Pennsylvania
$769K +$31.6K +173 +4%
SCM
1196
Steele Capital Management
Iowa
$769K
PMG
1197
Private Management Group
California
$768K +$12.8K +70 +2%
TC
1198
Trust Company
Kansas
$761K +$97.8K +536 +15%
CMS
1199
Capital Market Strategies
Florida
$754K -$2.56K -14 -0.3%
GT
1200
Greenleaf Trust
Michigan
$753K