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Vanguard Dividend Appreciation ETF

2,088 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$45.3M -$671K -3,389 -1%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$44.6M -$2.41M -12,154 -5%
Northern Trust
103
Northern Trust
Illinois
$42.9M +$1.99M +10,039 +5%
BWM
104
Buska Wealth Management
Wisconsin
$42.5M +$3.21M +16,232 +8%
AFA
105
American Financial Advisors
Georgia
$42.2M -$1.08M -5,450 -2%
MA
106
Mosaic Advisors
Texas
$42M +$403K +2,037 +1%
EGA
107
E&G Advisors
Texas
$41M -$242K -1,224 -0.6%
NFW
108
Noble Family Wealth
Florida
$40M -$127K -641 -0.3%
BP
109
Ballentine Partners
Massachusetts
$39.2M -$323K -1,630 -0.8%
CWM
110
Connecticut Wealth Management
Connecticut
$39M -$224K -1,131 -0.6%
TCM
111
TD Capital Management
Tennessee
$39M -$484K -2,444 -1%
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$38.8M -$697K -3,521 -2%
Two Sigma Investments
113
Two Sigma Investments
New York
$37.7M +$11.7M +59,300 +45%
FFA
114
Frazier Financial Advisors
Ohio
$37.4M +$1.37M +6,901 +4%
PCIA
115
Prime Capital Investment Advisors
Kansas
$37.2M -$1.52M -7,653 -4%
HFS
116
Howard Financial Services
Texas
$36M +$1.29M +6,493 +4%
M&T Bank
117
M&T Bank
New York
$35.3M -$1.67M -8,417 -5%
EA
118
Eclectic Associates
California
$35.1M +$336K +1,698 +1%
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.7M +$62.2K +314 +0.2%
P
120
&Partners
Tennessee
$34.7M +$14.6M +73,681 +73%
EDRIA
121
Edmonds Duncan Registered Investment Advisors
Kansas
$34.5M +$1.73M +8,717 +5%
Citigroup
122
Citigroup
New York
$34.4M +$6.76M +34,156 +24%
SCTC
123
Sanibel Captiva Trust Company
Florida
$34.3M -$204K -1,028 -0.6%
DADC
124
D.A. Davidson & Co
Montana
$34M +$2.18M +10,993 +7%
APP
125
Avantax Planning Partners
Iowa
$33.8M -$9.28M -46,852 -22%