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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 %
JWM
1301
JGP Wealth Management
Oregon
$630K -$173K -947 -22%
LPT
1302
Legacy Private Trust
Wisconsin
$630K
HWM
1303
Hemington Wealth Management
Virginia
$627K -$8.03K -44 -1%
LWM
1304
Lakeridge Wealth Management
Ohio
$626K +$45.1K +247 +8%
BMD
1305
Better Money Decisions
New Mexico
$624K -$89.6K -491 -13%
O3W
1306
Omni 360 Wealth
New Jersey
$624K -$21.9K -120 -3%
FFG
1307
Frisch Financial Group
New York
$624K
SCM
1308
Sage Capital Management
New Jersey
$623K
TCM
1309
Telos Capital Management
California
$620K +$12.8K +70 +2%
NGA
1310
Naples Global Advisors
Florida
$620K +$917 +5 +0.1%
ST
1311
Smithfield Trust
Pennsylvania
$619K
ATC
1312
Advantage Trust Company
Kansas
$618K
AWM
1313
Alterna Wealth Management
Texas
$618K -$355K -1,944 -36%
MWP
1314
Meridian Wealth Partners
Pennsylvania
$615K
FWCM
1315
Ferguson Wellman Capital Management
Oregon
$615K -$101K -554 -14%
VNA
1316
Valley National Advisers
Pennsylvania
$613K +$3.1K +17 +0.5%
WCP
1317
Wick Capital Partners
Pennsylvania
$612K +$612K +3,354 New
HNB
1318
Hilltop National Bank
Wyoming
$612K
B
1319
Bensler
Washington
$611K +$12.8K +70 +2%
GFP
1320
Gryphon Financial Partners
Ohio
$610K +$12.2K +67 +2%
CAM
1321
Covenant Asset Management
New Jersey
$608K -$2.01K -11 -0.3%
RWM
1322
Rockwood Wealth Management
Pennsylvania
$608K +$29.4K +161 +5%
MTWM
1323
Masso Torrence Wealth Management
New Jersey
$608K -$4.56K -25 -0.7%
TC
1324
TAGStone Capital
North Carolina
$606K
TMWM
1325
Taylor & Morgan Wealth Management
Michigan
$606K +$66.3K +363 +12%