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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 %
VIM
1351
Vista Investment Management
Pennsylvania
$542K
CCMG
1352
Clark Capital Management Group
Pennsylvania
$541K +$267K +1,565 +97%
CWA
1353
Core Wealth Advisors
Florida
$539K +$37.7K +221 +8%
TWM
1354
Tanager Wealth Management
United Kingdom
$539K +$41.1K +241 +8%
GLR
1355
Great Lakes Retirement
Ohio
$539K +$215K +1,261 +66%
GM
1356
GeoWealth Management
Illinois
$537K -$5.74M -33,725 -91%
HDIM
1357
Hanson & Doremus Investment Management
Vermont
$536K -$151K -885 -22%
MBI
1358
May Barnhard Investments
Maryland
$536K +$536K +3,143 New
SL
1359
Salomon & Ludwin
Virginia
$535K
TMWM
1360
Taylor & Morgan Wealth Management
Michigan
$531K -$18.4K -108 -3%
KIG
1361
Kowal Investment Group
Wisconsin
$529K -$91K -534 -15%
S
1362
SimplyRich
California
$529K +$529K +3,102 New
BI
1363
Ballast Inc
Kentucky
$528K +$528K +3,096 New
WFAG
1364
Worth Financial Advisory Group
North Carolina
$523K -$10.2K -60 -2%
MWM
1365
Merriman Wealth Management
Washington
$522K -$341 -2 -0.1%
EA
1366
Ellsworth Advisors
Ohio
$520K +$170 +1 +0%
RG
1367
Rathbones Group
United Kingdom
$520K
RW
1368
Regimen Wealth
Georgia
$518K +$518K +3,041 New
OBGC
1369
O'Brien Greene & Co
Pennsylvania
$518K +$4.77K +28 +0.9%
JCFM
1370
JBR Co Financial Management
Oklahoma
$518K +$518K +3,038 New
SIC
1371
Samalin Investment Counsel
New York
$517K +$511 +3 +0.1%
BPWM
1372
Badgley Phelps Wealth Managers
Washington
$517K +$67.5K +396 +15%
RTL
1373
Red Tortoise LLC
Georgia
$515K +$146K +859 +40%
IWA
1374
Icon Wealth Advisors
Texas
$515K +$515K +3,022 New
LPT
1375
Legacy Private Trust
Wisconsin
$515K