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Vanguard Dividend Appreciation ETF

2,291 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, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
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
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Market Value Shares Shares
Change
Shares
Change %
RA
101
Rational Advisors
New York
$45.5M 232,465 -18,050 -7%
US Bancorp
102
US Bancorp
Minnesota
$45.3M 231,253 +2,447 +1%
EH
103
Equitable Holdings
New York
$45M 229,878 -696 -0.3%
BWM
104
Buska Wealth Management
Wisconsin
$44.4M 226,849 +12,428 +6%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$43.7M 223,342 -2,054 -0.9%
Citigroup
106
Citigroup
New York
$43M 219,369 +45,542 +26%
IA
107
Intellus Advisors
Florida
$41.2M 210,531 +210,531 New
AFA
108
American Financial Advisors
Georgia
$41.1M 209,843 -3,275 -2%
MA
109
Mosaic Advisors
Texas
$40.9M 208,730 -3,331 -2%
EGA
110
E&G Advisors
Texas
$40.4M 206,358 -826 -0.4%
NFW
111
Noble Family Wealth
Florida
$39.9M 203,557 +1,444 +0.7%
CPO
112
Cerity Partners OCIO
New York
$39.8M 203,026 +203,026 New
Two Sigma Investments
113
Two Sigma Investments
New York
$39.6M 202,203 +11,900 +6%
BP
114
Ballentine Partners
Massachusetts
$38.8M 198,111 -61 -0%
CWM
115
Connecticut Wealth Management
Connecticut
$38.4M 196,248 -852 -0.4%
TCM
116
TD Capital Management
Tennessee
$38M 194,007 -3,026 -2%
KBFS
117
Kohmann Bosshard Financial Services
Ohio
$37.1M 189,301 -6,431 -3%
FFA
118
Frazier Financial Advisors
Ohio
$36.9M 188,371 -678 -0.4%
PCIA
119
Prime Capital Investment Advisors
Kansas
$36.4M 186,109 -1,891 -1%
HFS
120
Howard Financial Services
Texas
$35.8M 182,924 +1,255 +0.7%
AAS
121
Avantax Advisory Services
Texas
$35.8M 182,821 +13,877 +8%
DADC
122
D.A. Davidson & Co
Montana
$35M 178,872 +7,199 +4%
M&T Bank
123
M&T Bank
New York
$34.9M 178,334 +256 +0.1%
EA
124
Eclectic Associates
California
$34.5M 176,239 -1,096 -0.6%
MFIM
125
Mesirow Financial Investment Management
Illinois
$34.4M 175,853 -169,401 -49%