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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WIP
1201
WealthCare Investment Partners
Rhode Island
$1.08M +$2.14K +11 +0.2%
LWA
1202
Lantern Wealth Advisors
New York
$1.08M +$152K +775 +16%
SAM
1203
Smartleaf Asset Management
Massachusetts
$1.08M +$128K +654 +13%
NWM
1204
Northwest Wealth Management
Iowa
$1.08M -$11K -56 -1%
BWP
1205
Baldwin Wealth Partners
Massachusetts
$1.08M
Barclays
1206
Barclays
United Kingdom
$1.08M -$462K -2,360 -30%
NB
1207
Northwest Bancshares
Pennsylvania
$1.08M
I
1208
INVST
Indiana
$1.07M -$69.3K -354 -6%
IFWM
1209
Institute for Wealth Management
Colorado
$1.07M -$7.25K -37 -0.7%
LBC
1210
Lowe Brockenbrough & Co
Virginia
$1.07M
BWM
1211
Blossom Wealth Management
California
$1.07M +$18.8K +96 +2%
BWA
1212
BlueChip Wealth Advisors
Georgia
$1.07M +$670K +3,420 +169%
CAS
1213
Coppell Advisory Solutions
Texas
$1.06M +$34.1K +174 +3%
SCA
1214
Sage Capital Advisors
South Dakota
$1.06M +$587 +3 +0.1%
LCC
1215
Lincoln Capital Corp
Rhode Island
$1.06M
CKAIS
1216
Christensen King & Associates Investment Services
Washington
$1.06M +$106K +532 +11%
FRA
1217
Front Row Advisors
California
$1.05M +$47.4K +242 +5%
BWG
1218
Balanced Wealth Group
Ohio
$1.05M +$5.26K +26 +0.5%
SH
1219
SLT Holdings
Arizona
$1.05M +$1.05M +5,343 New
BPAMU
1220
BTG Pactual Asset Management US
New York
$1.04M
SPI
1221
Sutton Place Investors
New York
$1.04M
FPGK
1222
Financial Partners Group (Kansas)
Kansas
$1.04M -$36.8K -188 -3%
MLL
1223
Moody Lynn & Lieberson
Massachusetts
$1.04M -$6.07K -31 -0.6%
EFP
1224
Elser Financial Planning
Indiana
$1.04M
CF
1225
Claris Financial
Virginia
$1.03M +$1.03M +5,268 New