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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 %
MI
1251
Motiv8 Investments
Florida
$676K -$40.5K -222 -6%
CF
1252
Convergence Financial
Missouri
$674K +$362K +1,981 +116%
SIMG
1253
Sonora Investment Management Group
Arizona
$674K
PPW
1254
Pasadena Private Wealth
California
$674K -$4.38K -24 -0.6%
SFC
1255
SYM Financial Corp
Indiana
$673K +$153K +836 +29%
SWM
1256
Seaside Wealth Management
California
$673K
WP
1257
WealthPLAN Partners
Nebraska
$671K +$671K +3,676 New
BW
1258
Bison Wealth
Georgia
$667K
BWP
1259
BSW Wealth Partners
Colorado
$667K -$29.2K -160 -4%
PFA
1260
Pure Financial Advisors
California
$666K +$118K +648 +22%
PWG
1261
Portside Wealth Group
Utah
$665K -$40.2K -220 -6%
IWS
1262
Insight Wealth Strategies
California
$664K +$114K +623 +21%
NIC
1263
Northwest Investment Counselors
Oregon
$664K
VCP
1264
Verus Capital Partners
Arizona
$662K +$230K +1,262 +53%
SPWM
1265
Schrum Private Wealth Management
Florida
$662K +$2.92K +16 +0.4%
GBT
1266
Grove Bank & Trust
Florida
$661K
PSF
1267
Pacific Sun Financial
California
$659K -$3.65K -20 -0.6%
AP
1268
Appleton Partners
Massachusetts
$659K -$72.9K -399 -10%
EIP
1269
Ellis Investment Partners
Pennsylvania
$658K +$25.4K +139 +4%
AMM
1270
American Money Management
California
$658K
NS
1271
NBC Securities
Alabama
$657K +$45K +247 +7%
MSFP
1272
Mark Sheptoff Financial Planning
Connecticut
$654K -$27.4K -150 -4%
AWE
1273
Avidian Wealth Enterprises
Texas
$654K +$305K +1,672 +88%
RWA
1274
Redhawk Wealth Advisors
Minnesota
$652K
CWA
1275
Core Wealth Advisors
Florida
$651K +$72.1K +395 +12%