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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 %
NL
1326
NVWM LLC
Pennsylvania
$605K
HI
1327
Hoey Investments
Pennsylvania
$605K
PMSA
1328
Patrick M. Sweeney & Associates
Illinois
$602K +$29.2K +160 +5%
WDG
1329
Wealth Dimensions Group
Ohio
$599K +$15.2K +83 +3%
OFG
1330
Oxford Financial Group
Indiana
$598K
TCOO
1331
Trust Company of Oklahoma
Oklahoma
$598K
CFS
1332
Cannon Financial Strategists
Georgia
$594K -$1.64K -9 -0.3%
WOC
1333
West Oak Capital
California
$593K +$41.1K +225 +7%
SFP
1334
Sterling Financial Planning
New Jersey
$592K -$20.1K -110 -3%
ADL
1335
Asset Dedication LLC
California
$592K -$103K -566 -15%
HCM
1336
Howland Capital Management
Massachusetts
$591K
EP
1337
Essential Planning
New Hampshire
$589K -$74.5K -408 -11%
SFC
1338
Strategic Financial Concepts
Texas
$589K +$587K +8,748,758 +33,296%
FA
1339
Fiduciary Alliance
South Carolina
$587K -$8.06K -44 -1%
RWP
1340
Revolve Wealth Partners
New Jersey
$586K -$12K -66 -2%
GWAM
1341
Guardian Wealth Advisors (Minnesota)
Minnesota
$584K -$9.13K -50 -2%
BCCM
1342
Bridge Creek Capital Management
Massachusetts
$583K +$29.2K +160 +5%
EP
1343
Edgestream Partners
New Jersey
$581K +$581K +3,185 New
LT
1344
Legacy Trust
Michigan
$581K +$45.6K +250 +9%
HH
1345
Hilltop Holdings
Texas
$579K +$8.4K +46 +1%
PMFA
1346
Plante Moran Financial Advisors
Michigan
$579K -$17K -93 -3%
FWI
1347
Facet Wealth Inc
Maryland
$579K +$133K +705 +30%
SCM
1348
Saxony Capital Management
Missouri
$579K +$25K +137 +5%
TWM
1349
Tanager Wealth Management
United Kingdom
$578K -$1.28K -7 -0.2%
VIM
1350
Vista Investment Management
Pennsylvania
$577K -$3.47K -19 -0.6%