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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 %
RCM
1301
Radnor Capital Management
Pennsylvania
$599K +$1.71K +10 +0.3%
RIM
1302
Rockbridge Investment Management
New York
$599K
GAM
1303
Gemmer Asset Management
California
$598K -$29K -170 -5%
FTIS
1304
First Trust Investment Solutions
Florida
$596K +$596K +3,500 New
B
1305
Bailard
California
$596K +$114K +671 +24%
FA
1306
FF Advisors
California
$595K +$595K +3,492 New
FNWM
1307
Financial Network Wealth Management
Utah
$594K -$12.8K -75 -2%
SFC
1308
SYM Financial Corp
Indiana
$594K +$32.5K +191 +6%
PVI
1309
Pine Valley Investments
New Jersey
$590K +$85.6K +502 +17%
CA
1310
Carson Advisory
Georgia
$587K -$3.58K -21 -0.6%
SFP
1311
Sterling Financial Planning
New Jersey
$586K -$19.1K -112 -3%
O3W
1312
Omni 360 Wealth
New Jersey
$585K +$585K +3,435 New
TCM
1313
Telos Capital Management
California
$584K +$584K +3,428 New
CAM
1314
Covenant Asset Management
New Jersey
$582K
SC
1315
Saiph Capital
New Jersey
$582K -$12.8K -75 -2%
FFG
1316
Frisch Financial Group
New York
$581K +$6.47K +38 +1%
PFA
1317
Pure Financial Advisors
California
$581K -$154K -901 -21%
SCM
1318
Sage Capital Management
New Jersey
$581K +$581K +3,409 New
EPA
1319
Element Pointe Advisors
Florida
$578K +$288K +1,692 +100%
WB
1320
WesBanco Bank
West Virginia
$578K -$69.5K -408 -11%
ATC
1321
Advantage Trust Company
Kansas
$577K +$577K +3,388 New
KSWA
1322
Kathleen S. Wright Associates
Pennsylvania
$576K -$38.7K -227 -6%
BAAM
1323
Baker Avenue Asset Management
California
$576K -$38.3K -225 -6%
RWP
1324
Revolve Wealth Partners
New Jersey
$574K -$123K -723 -18%
FNB
1325
Farmers National Bank
Kentucky
$571K +$5.11K +30 +0.9%