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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 %
PWLP
1251
Prio Wealth Limited Partnership
Massachusetts
$651K +$8.52K +50 +1%
BIM
1252
Baldwin Investment Management
Pennsylvania
$650K -$134K -784 -17%
SIMG
1253
Sonora Investment Management Group
Arizona
$650K +$1.19K +7 +0.2%
RIA
1254
Realta Investment Advisors
Delaware
$647K +$18.1K +106 +3%
BC
1255
Bowman & Company
Wisconsin
$646K -$147K -864 -19%
CNC
1256
Citizens & Northern Corp
Pennsylvania
$643K
NS
1257
NBC Securities
Alabama
$643K +$7.66K +45 +1%
LFS
1258
Lutz Financial Services
Nebraska
$641K
SBIA
1259
Sheaff Brock Investment Advisors
Indiana
$641K +$127K +747 +25%
MSFP
1260
Mark Sheptoff Financial Planning
Connecticut
$640K +$170 +1 +0%
GWM
1261
GSB Wealth Management
Connecticut
$637K -$36.5K -214 -5%
KWM
1262
Koa Wealth Management
California
$636K +$636K +3,732 New
CKAIS
1263
Christensen King & Associates Investment Services
Washington
$634K +$634K +3,722 New
LWA
1264
Lantern Wealth Advisors
New York
$631K +$631K +3,701 New
MWP
1265
Meridian Wealth Partners
Pennsylvania
$630K -$1.87K -11 -0.3%
SC
1266
Stephens Consulting
Michigan
$630K -$14.5K -85 -2%
KWS
1267
Keystone Wealth Services
California
$627K -$176K -1,031 -22%
SWM
1268
Seaside Wealth Management
California
$625K +$6.47K +38 +1%
BlackRock
1269
BlackRock
New York
$625K +$54.9K +322 +10%
GF
1270
Gimbal Financial
Indiana
$625K +$625K +3,665 New
1W
1271
1776 Wealth
Georgia
$624K
RFA
1272
RTD Financial Advisors
Pennsylvania
$623K
VR
1273
Valued Retirements
Texas
$621K +$621K +3,647 New
PP
1274
PrairieView Partners
Minnesota
$621K -$3.75K -22 -0.6%
CA
1275
CoreCap Advisors
Michigan
$620K -$2.9K -17 -0.5%