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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1351
BFSG LLC
California
$777K -$444K -2,270 -36%
DWM
1352
Dechtman Wealth Management
Colorado
$774K +$42.1K +215 +6%
BTW
1353
Boston Trust Walden
Massachusetts
$774K -$33.1K -169 -4%
FB
1354
Fulton Bank
Pennsylvania
$774K +$347K +1,772 +81%
FCIM
1355
Fairview Capital Investment Management
California
$774K +$9.6K +49 +1%
AIS
1356
AM Investment Strategies
Tennessee
$772K
BWA
1357
Bordeaux Wealth Advisors
California
$772K
PAWA
1358
Palo Alto Wealth Advisors
California
$769K +$24.9K +127 +3%
RIG
1359
RiverFront Investment Group
Virginia
$766K +$51.3K +262 +7%
RMC
1360
Ring Mountain Capital
California
$762K +$762K +3,892 New
BPWM
1361
Black Point Wealth Management
Florida
$759K +$9.21K +47 +1%
IWS
1362
Insight Wealth Strategies
California
$756K +$41.9K +214 +6%
PVI
1363
Pine Valley Investments
New Jersey
$755K -$29.2K -149 -4%
WWM
1364
Wiser Wealth Management
Georgia
$754K +$199K +1,016 +36%
CCG
1365
Cypress Capital Group
Florida
$753K -$335K -1,713 -31%
PMSA
1366
Patrick M. Sweeney & Associates
Illinois
$751K +$10.8K +55 +1%
SWIG
1367
Strategic Wealth Investment Group
Kentucky
$751K +$125K +638 +20%
GT
1368
Greenleaf Trust
Michigan
$748K +$8.81K +45 +1%
TFM
1369
Trademark Financial Management
Minnesota
$748K +$31.9K +163 +4%
BBI
1370
Baxter Bros Inc
Connecticut
$746K +$159K +813 +27%
KWM
1371
Koa Wealth Management
California
$745K -$13.3K -68 -2%
BCM
1372
Boltwood Capital Management
California
$745K -$5.29K -27 -0.7%
IB
1373
Intrust Bank
Kansas
$744K
IPA
1374
Investment Planning Advisors
Georgia
$743K -$51.9K -265 -7%
NGA
1375
Naples Global Advisors
Florida
$742K +$47K +240 +7%