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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 %
NIC
1276
Northwest Investment Counselors
Oregon
$619K -$8.52K -50 -1%
EP
1277
Essential Planning
New Hampshire
$619K +$9.37K +55 +2%
PSF
1278
Pacific Sun Financial
California
$619K -$3.41K -20 -0.5%
APIM
1279
Agate Pass Investment Management
Washington
$618K
TC
1280
Trust Company
Kansas
$617K
GBT
1281
Grove Bank & Trust
Florida
$617K -$7.84K -46 -1%
PPW
1282
Pasadena Private Wealth
California
$614K +$9.71K +57 +2%
GP
1283
Girard Partners
Pennsylvania
$614K -$54.7K -321 -8%
TFA
1284
Trinity Financial Advisors
Ohio
$613K +$2.9K +17 +0.5%
FWI
1285
Facet Wealth Inc
Maryland
$613K +$100K +577 +20%
SF
1286
Schaeffer Financial
Maryland
$612K +$612K +3,594 New
MAA
1287
Matrix Asset Advisors
New York
$611K -$12.3K -72 -2%
AFG
1288
AFS Financial Group
Maryland
$610K -$153K -900 -20%
CAM
1289
Clark Asset Management
New Hampshire
$610K +$341 +2 +0.1%
PWG
1290
Portside Wealth Group
Utah
$610K +$610K +3,579 New
RWA
1291
Redhawk Wealth Advisors
Minnesota
$608K -$124K -730 -17%
PMG
1292
Private Management Group
California
$606K -$28.5K -167 -4%
PMFA
1293
Plante Moran Financial Advisors
Michigan
$605K +$8.01K +47 +1%
SMA
1294
Sage Mountain Advisors
Georgia
$605K
MTWM
1295
Masso Torrence Wealth Management
New Jersey
$604K +$170 +1 +0%
SFG
1296
SNS Financial Group
Minnesota
$604K -$159K -936 -21%
ES
1297
ETF Store
Kansas
$603K +$132K +777 +28%
SFG
1298
Sage Financial Group
Pennsylvania
$603K +$135K +792 +29%
HCM
1299
Howland Capital Management
Massachusetts
$600K -$341 -2 -0.1%
Deutsche Bank
1300
Deutsche Bank
Germany
$600K -$136K -801 -19%