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Vanguard Dividend Appreciation ETF

2,027 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1201
Dechtman Wealth Management
Colorado
$748K -$9.5K -52 -1%
CKAIS
1202
Christensen King & Associates Investment Services
Washington
$746K +$66.5K +364 +10%
APIM
1203
Agate Pass Investment Management
Washington
$746K +$83.8K +459 +13%
CC
1204
Callan Capital
California
$742K
SFWA
1205
Summit Financial Wealth Advisors
Louisiana
$742K -$44.6K -244 -6%
ES
1206
ETF Store
Kansas
$738K +$91.1K +499 +14%
TWM
1207
Thrive Wealth Management
Pennsylvania
$738K -$28.5K -156 -4%
HIF
1208
Hill Island Financial
Michigan
$736K -$235K -1,286 -24%
AP
1209
Appleton Partners
Massachusetts
$732K +$6.58K +36 +0.9%
W
1210
Wealthquest
Ohio
$732K
GL
1211
Gerber LLC
Ohio
$729K
WIA
1212
World Investment Advisors
California
$729K -$160K -875 -18%
MTIC
1213
Missouri Trust & Investment Company
Missouri
$727K
AWP
1214
Ascent Wealth Partners
New York
$727K -$11.9K -65 -2%
FA
1215
FF Advisors
California
$722K +$84K +460 +13%
AIS
1216
AM Investment Strategies
Tennessee
$720K
BlackRock
1217
BlackRock
New York
$719K +$49.3K +270 +7%
PAWA
1218
Palo Alto Wealth Advisors
California
$719K +$3.1K +17 +0.4%
HAIM
1219
Hunter Associates Investment Management
Pennsylvania
$718K
FNBOO
1220
First National Bank of Omaha
Nebraska
$717K -$139K -716 -16%
MI
1221
Motiv8 Investments
Florida
$716K -$147K -803 -17%
FWCM
1222
Ferguson Wellman Capital Management
Oregon
$716K -$5.48K -30 -0.8%
TWA
1223
TCI Wealth Advisors
Arizona
$716K -$179K -983 -20%
RI
1224
Ridgewood Investments
New Jersey
$715K +$365 +2 +0.1%
LEFP
1225
Leading Edge Financial Planning
Tennessee
$715K -$274K -1,502 -28%