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Vanguard Dividend Appreciation ETF

2,027 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
1351
Douglass Winthrop Advisors
New York
$574K +$574K +3,146 New
PMSA
1352
Patrick M. Sweeney & Associates
Illinois
$573K +$48.8K +267 +9%
CWM
1353
Cahaba Wealth Management
Georgia
$572K +$272K +1,491 +91%
HH
1354
Hilltop Holdings
Texas
$571K -$1.36M -7,438 -70%
SAM
1355
S.A. Mason
Michigan
$569K -$36.2K -198 -6%
P
1356
Pitcairn
Pennsylvania
$568K +$568K +3,110 New
S
1357
SimplyRich
California
$567K
AG
1358
Ascent Group
Virginia
$566K -$7.31K -40 -1%
KIG
1359
Kowal Investment Group
Wisconsin
$566K -$1.46K -8 -0.3%
BI
1360
Ballast Inc
Kentucky
$565K
SA
1361
SpiderRock Advisors
Delaware
$561K +$561K +3,125 New
MWM
1362
Merriman Wealth Management
Washington
$560K
PCA
1363
Prosperity Capital Advisors
Ohio
$559K +$344K +1,882 +160%
IWP
1364
Innova Wealth Partners
Pennsylvania
$558K +$169K +924 +43%
PWMG
1365
Prestige Wealth Management Group
New Jersey
$558K +$42.4K +232 +8%
CGPCS
1366
Capital Group Private Client Services
California
$558K -$2.1M -11,505 -79%
RG
1367
Rathbones Group
United Kingdom
$557K
BAM
1368
BTS Asset Management
Massachusetts
$555K -$340K -1,865 -38%
JCFM
1369
JBR Co Financial Management
Oklahoma
$555K
CA
1370
Claro Advisors
Massachusetts
$555K +$145K +796 +36%
SIC
1371
Samalin Investment Counsel
New York
$554K +$365 +2 +0.1%
RTL
1372
Red Tortoise LLC
Georgia
$554K +$2.01K +11 +0.4%
BCCM
1373
Bridge Creek Capital Management
Massachusetts
$554K +$17.3K +95 +3%
SCM
1374
Saxony Capital Management
Missouri
$554K +$79.3K +434 +17%
WOC
1375
West Oak Capital
California
$552K +$27.4K +150 +5%