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Vanguard Dividend Appreciation ETF

2,027 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
1276
American Money Management
California
$658K -$70.9K -388 -10%
SF
1277
Schaeffer Financial
Maryland
$654K -$2.74K -15 -0.4%
RWA
1278
Redhawk Wealth Advisors
Minnesota
$652K
SFG
1279
SNS Financial Group
Minnesota
$649K +$2.37K +13 +0.4%
SMA
1280
Sage Mountain Advisors
Georgia
$648K
RCM
1281
Radnor Capital Management
Pennsylvania
$647K +$5.3K +29 +0.8%
GF
1282
Gimbal Financial
Indiana
$646K -$23K -126 -3%
O3W
1283
Omni 360 Wealth
New Jersey
$646K +$19K +104 +3%
Deutsche Bank
1284
Deutsche Bank
Germany
$643K
GP
1285
Girard Partners
Pennsylvania
$642K -$15.5K -85 -2%
RIM
1286
Rockbridge Investment Management
New York
$642K
B
1287
Bailard
California
$639K
PP
1288
PrairieView Partners
Minnesota
$638K -$28.5K -156 -4%
HWM
1289
Hemington Wealth Management
Virginia
$636K +$27.4K +150 +5%
GAM
1290
Gemmer Asset Management
California
$636K -$5.48K -30 -0.9%
PFG
1291
Pacific Financial Group
Washington
$634K -$65K -356 -9%
EIP
1292
Ellis Investment Partners
Pennsylvania
$633K +$109K +599 +21%
LPT
1293
Legacy Private Trust
Wisconsin
$630K +$78.5K +430 +14%
AWA
1294
Adapt Wealth Advisors
Georgia
$628K +$628K +3,441 New
FFG
1295
Frisch Financial Group
New York
$624K +$1.64K +9 +0.3%
SCM
1296
Sage Capital Management
New Jersey
$624K +$1.28K +7 +0.2%
MPWT
1297
MassMutual Private Wealth & Trust
Connecticut
$622K +$13K +71 +2%
ST
1298
Smithfield Trust
Pennsylvania
$620K +$10.2K +56 +2%
EPA
1299
Element Pointe Advisors
Florida
$619K
EP
1300
Essential Planning
New Hampshire
$619K