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Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
1226
Leading Edge Financial Planning
Tennessee
$719K +$3.83K +21 +0.5%
HA
1227
HFG Advisors
Ohio
$716K +$1.28K +7 +0.2%
BC
1228
Bowman & Company
Wisconsin
$715K -$180K -986 -20%
ACP
1229
Arcus Capital Partners
Georgia
$714K
NCFG
1230
New Century Financial Group
New Jersey
$713K +$240K +1,314 +51%
FCIM
1231
Fairview Capital Investment Management
California
$712K
IWM
1232
Integris Wealth Management
California
$711K
TWA
1233
TCI Wealth Advisors
Arizona
$710K -$5.29K -29 -0.7%
IB
1234
Intrust Bank
Kansas
$709K
CCM
1235
Condor Capital Management
New Jersey
$707K +$237K +1,297 +50%
BCM
1236
Boltwood Capital Management
California
$699K
BPWM
1237
Black Point Wealth Management
Florida
$698K +$698K +3,822 New
PWLP
1238
Prio Wealth Limited Partnership
Massachusetts
$698K
VR
1239
Valued Retirements
Texas
$697K +$1.46K +8 +0.2%
TWG
1240
The Wealth Group
Minnesota
$695K -$730 -4 -0.1%
AWM
1241
Avaii Wealth Management
Wisconsin
$693K -$730 -4 -0.1%
SP
1242
Sequent Planning
Nebraska
$688K -$67.6K -371 -9%
LFS
1243
Lutz Financial Services
Nebraska
$686K
SWM
1244
Selective Wealth Management
Virginia
$686K +$2.94K +16 +0.4%
SOAMC
1245
Spirit of America Management Corp
New York
$682K +$566K +3,101 +488%
HAIM
1246
Hunter Associates Investment Management
Pennsylvania
$681K -$36.6K -200 -5%
W
1247
Wealthquest
Ohio
$681K -$50.9K -279 -7%
DWM
1248
Dechtman Wealth Management
Colorado
$679K -$68.6K -376 -9%
FNBOO
1249
First National Bank of Omaha
Nebraska
$677K +$2.56K +14 +0.4%
SAM
1250
Synergy Asset Management
Washington
$677K +$16.2K +89 +2%