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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 %
EA
1376
Ellsworth Advisors
Ohio
$558K
CGPCS
1377
Capital Group Private Client Services
California
$557K -$913 -5 -0.2%
AAM
1378
Ameraudi Asset Management
New York
$557K +$557K +3,050 New
RG
1379
Rathbones Group
United Kingdom
$557K
JCFM
1380
JBR Co Financial Management
Oklahoma
$555K
HWMA
1381
Heritage Wealth Management (Arizona)
Arizona
$549K
HFO
1382
Heritage Family Offices
Arizona
$549K +$549K +3,008 New
JC
1383
JB Capital
Connecticut
$548K +$7.3K +40 +1%
SCA
1384
Scott Capital Advisors
Oregon
$545K +$184 +1 +0%
BOPW
1385
Brandywine Oak Private Wealth
Pennsylvania
$544K
CWP
1386
Curated Wealth Partners
California
$544K +$544K +2,980 New
PWMG
1387
Prestige Wealth Management Group
New Jersey
$543K -$17.8K -97 -3%
VWWMG
1388
Vermillion & White Wealth Management Group
Pennsylvania
$541K
BWA
1389
BCU Wealth Advisors
Illinois
$540K
3IP
1390
3Chopt Investment Partners
Virginia
$540K +$540K +2,943 New
RFA
1391
Rollins Financial Advisors
New York
$539K -$7.85K -43 -1%
MIM
1392
Macroview Investment Management
Maryland
$539K -$43.3K -237 -7%
IGWM
1393
ICA Group Wealth Management
Colorado
$537K -$1.37M -7,503 -72%
JHCP
1394
Jackson Hole Capital Partners
Oklahoma
$537K
CWM
1395
Congress Wealth Management
Massachusetts
$536K +$102K +560 +24%
CAM
1396
Clark Asset Management
New Hampshire
$536K +$16.6K +91 +3%
KIG
1397
Kowal Investment Group
Wisconsin
$534K -$31.4K -172 -6%
TPWA
1398
TRUE Private Wealth Advisors
Oregon
$533K +$5.48K +30 +1%
DWM
1399
Destination Wealth Management
California
$532K -$73.2K -401 -12%
BBI
1400
Baxter Bros Inc
Connecticut
$530K +$108K +589 +25%