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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 %
SAW
1376
Signal Advisors Wealth
Michigan
$515K +$515K +3,020 New
SIAS
1377
Summit Investment Advisory Services
Minnesota
$513K -$40.1K -235 -7%
HWMA
1378
Heritage Wealth Management (Arizona)
Arizona
$513K +$513K +3,008 New
IWS
1379
Insight Wealth Strategies
California
$511K +$186K +1,093 +57%
SW
1380
Simplicity Wealth
New Jersey
$511K +$148K +870 +41%
RF
1381
Rollins Financial
Georgia
$511K -$33.2K -195 -6%
RFA
1382
Rollins Financial Advisors
New York
$511K +$511K +2,996 New
SFC
1383
Strategic Financial Concepts
Texas
$510K -$1.39M -8,141 -73%
VCP
1384
Verus Capital Partners
Arizona
$510K +$1.53K +9 +0.3%
BOPW
1385
Brandywine Oak Private Wealth
Pennsylvania
$508K -$102K -599 -17%
SCA
1386
Scott Capital Advisors
Oregon
$507K -$72.4K -425 -12%
BBPWM
1387
Blue Bell Private Wealth Management
Pennsylvania
$506K -$8.18K -48 -2%
VWWMG
1388
Vermillion & White Wealth Management Group
Pennsylvania
$505K +$505K +2,964 New
BWA
1389
BCU Wealth Advisors
Illinois
$503K +$503K +2,950 New
MFG
1390
Mendota Financial Group
Wisconsin
$503K -$14.5K -85 -3%
GFP
1391
Gryphon Financial Partners
Ohio
$503K +$503K +2,949 New
NCM
1392
Next Capital Management
New York
$501K +$501K +2,942 New
JHCP
1393
Jackson Hole Capital Partners
Oklahoma
$501K +$341 +2 +0.1%
BCCM
1394
Bridge Creek Capital Management
Massachusetts
$501K -$22.2K -130 -4%
LT
1395
Legacy Trust
Michigan
$500K +$227K +1,331 +83%
SPWM
1396
Schrum Private Wealth Management
Florida
$499K -$78.2K -459 -14%
JC
1397
JB Capital
Connecticut
$492K -$31K -182 -6%
PWM
1398
Praetorian Wealth Management
California
$491K +$491K +2,879 New
WOC
1399
West Oak Capital
California
$490K
QCM
1400
QRG Capital Management
Illinois
$490K +$188K +1,106 +63%