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Vanguard Dividend Appreciation ETF

2,010 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+196
Holders Change %
+10.8%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
274
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
1226
American Money Management
California
$680K -$25.2K -148 -4%
MTIC
1227
Missouri Trust & Investment Company
Missouri
$679K
AP
1228
Appleton Partners
Massachusetts
$677K -$5.8K -34 -0.8%
MWM
1229
Melfa Wealth Management
Massachusetts
$677K -$5.79K -34 -0.8%
FWCM
1230
Ferguson Wellman Capital Management
Oregon
$673K
AIS
1231
AM Investment Strategies
Tennessee
$672K
FA
1232
Fiduciary Alliance
South Carolina
$672K +$22.2K +130 +3%
HAIM
1233
Hunter Associates Investment Management
Pennsylvania
$670K -$7.68K -45 -1%
TFM
1234
Trademark Financial Management
Minnesota
$669K +$669K +3,924 New
PAWA
1235
Palo Alto Wealth Advisors
California
$668K +$32K +188 +5%
RI
1236
Ridgewood Investments
New Jersey
$667K -$7.84K -46 -1%
ACP
1237
Arcus Capital Partners
Georgia
$665K -$21.6K -127 -3%
FCIM
1238
Fairview Capital Investment Management
California
$665K
HI
1239
Hoey Investments
Pennsylvania
$664K +$664K +3,896 New
IWM
1240
Integris Wealth Management
California
$664K
MPI
1241
Mairs & Power Inc
Minnesota
$661K -$98K -575 -13%
CPSAC
1242
Chas P. Smith & Associates (CPS)
Florida
$661K +$21.5K +126 +3%
GCIM
1243
Gunn & Company Investment Management
Florida
$661K +$210K +1,232 +46%
AWM
1244
Avaii Wealth Management
Wisconsin
$656K -$16.9K -99 -3%
IW
1245
Imprint Wealth
South Carolina
$655K -$541K -3,169 -45%
SAM
1246
Synergy Asset Management
Washington
$655K -$1.87K -11 -0.3%
WCWM
1247
Willow Creek Wealth Management
California
$654K
NEWAS
1248
N.E.W. Advisory Services
Wisconsin
$653K -$2.56K -15 -0.4%
BCM
1249
Boltwood Capital Management
California
$652K
PFG
1250
Pacific Financial Group
Washington
$652K -$31.2K -183 -5%