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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 %
WFAG
1351
Worth Financial Advisory Group
North Carolina
$576K
AG
1352
Ascent Group
Virginia
$576K +$9.68K +53 +2%
FA
1353
Financial Alternatives
California
$576K
HFS
1354
Heritage Financial Services
Massachusetts
$574K -$31.2K -171 -5%
IWA
1355
Icon Wealth Advisors
Texas
$574K
ZIM
1356
Zacks Investment Management
Illinois
$572K +$79.1K +433 +16%
CWM
1357
Cahaba Wealth Management
Georgia
$572K
RIA
1358
Realta Investment Advisors
Delaware
$572K -$17.5K -96 -3%
SA
1359
SpiderRock Advisors
Delaware
$572K +$1.28K +7 +0.2%
SWM
1360
Schwallier Wealth Management
Michigan
$570K -$2.01M -11,034 -78%
SC
1361
Saiph Capital
New Jersey
$570K -$10K -55 -2%
SAM
1362
S.A. Mason
Michigan
$569K
P
1363
Pitcairn
Pennsylvania
$568K
PFG
1364
Pacific Financial Group
Washington
$567K -$66.8K -366 -11%
SBIA
1365
Sheaff Brock Investment Advisors
Indiana
$567K -$131K -717 -19%
S
1366
SimplyRich
California
$566K
BI
1367
Ballast Inc
Kentucky
$564K -$913 -5 -0.2%
G
1368
GenTrust
Florida
$564K +$564K +3,073 New
GT
1369
Glenview Trust
Kentucky
$563K -$199K -1,090 -26%
GLR
1370
Great Lakes Retirement
Ohio
$562K -$17.6K -96 -3%
MWM
1371
Merriman Wealth Management
Washington
$562K
LWM
1372
Laidlaw Wealth Management
New York
$561K +$13.1K +72 +2%
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$560K -$14.2K -78 -2%
Neuberger Berman Group
1374
Neuberger Berman Group
New York
$559K -$59.5K -326 -10%
FNB
1375
Farmers National Bank
Kentucky
$559K -$36.5K -200 -6%