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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 %
VNA
1326
Valley National Advisers
Pennsylvania
$569K
MPWT
1327
MassMutual Private Wealth & Trust
Connecticut
$568K -$23.9K -140 -4%
MF
1328
Montis Financial
Massachusetts
$568K
HWM
1329
Hemington Wealth Management
Virginia
$567K -$9.54K -56 -2%
ST
1330
Smithfield Trust
Pennsylvania
$567K
HFS
1331
Heritage Financial Services
Massachusetts
$565K
SAM
1332
S.A. Mason
Michigan
$565K +$341 +2 +0.1%
DWM
1333
Destination Wealth Management
California
$565K -$9.2K -54 -2%
MCM
1334
Manchester Capital Management
Vermont
$565K
NL
1335
NVWM LLC
Pennsylvania
$562K -$20.4K -120 -4%
SEP
1336
Southland Equity Partners
Missouri
$562K -$13.8K -81 -2%
TC
1337
TAGStone Capital
North Carolina
$561K +$5.63K +33 +1%
FA
1338
Financial Alternatives
California
$560K
OFG
1339
Oxford Financial Group
Indiana
$559K
SPC
1340
Stewart & Patten Company
California
$558K +$558K +3,275 New
TCOO
1341
Trust Company of Oklahoma
Oklahoma
$558K
B
1342
Bensler
Washington
$558K +$852 +5 +0.2%
CCM
1343
Canal Capital Management
Virginia
$557K +$66.1K +388 +13%
CFS
1344
Cannon Financial Strategists
Georgia
$555K +$258K +1,515 +87%
MIM
1345
Macroview Investment Management
Maryland
$553K -$20.6K -121 -4%
LWM
1346
Lakeridge Wealth Management
Ohio
$553K +$553K +3,243 New
AG
1347
Ascent Group
Virginia
$552K +$76K +432 +16%
GWAM
1348
Guardian Wealth Advisors (Minnesota)
Minnesota
$550K +$1.36K +8 +0.2%
PWA
1349
Physician Wealth Advisors
Utah
$547K +$94.9K +550 +21%
WDG
1350
Wealth Dimensions Group
Ohio
$545K -$329K -1,931 -38%