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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 %
PWP
1401
Phillips Wealth Planners
Mississippi
$528K +$556 +3 +0.1%
AGP
1402
Autumn Glory Partners
Texas
$527K +$19.4K +106 +4%
BBA
1403
BLB&B Advisors
Pennsylvania
$526K +$55.9K +306 +12%
PWM
1404
Praetorian Wealth Management
California
$526K +$526K +2,879 New
OBGC
1405
O'Brien Greene & Co
Pennsylvania
$525K
PL
1406
Plancorp LLC
Missouri
$525K -$20.1K -110 -4%
1W
1407
1776 Wealth
Georgia
$522K -$146K -800 -22%
VCM
1408
Virtue Capital Management
Tennessee
$520K
SAI
1409
Savvy Advisors Inc
New York
$517K +$97.8K +536 +23%
BMMM
1410
Boston Mountain Money Management
Arkansas
$514K -$4.38K -24 -0.8%
HCM
1411
Hengehold Capital Management
Ohio
$513K +$121K +665 +31%
TCM
1412
Towercrest Capital Management
Pennsylvania
$512K
LW
1413
Libra Wealth
California
$511K -$42.4K -232 -8%
AWMG
1414
Alliance Wealth Management Group
New Jersey
$509K
AMCA
1415
Arthur M. Cohen & Associates
Illinois
$508K
SIC
1416
Samalin Investment Counsel
New York
$508K -$46.4K -254 -8%
MAM
1417
McLean Asset Management
Virginia
$506K +$556 +3 +0.1%
TTWM
1418
TCV Trust & Wealth Management
Virginia
$504K
CANC
1419
Culbertson A N & Co
Virginia
$503K
TWP
1420
Total Wealth Planning
Ohio
$503K -$24.9K -131 -5%
AIA
1421
Alera Investment Advisors
Illinois
$502K -$548 -3 -0.1%
RW
1422
Regimen Wealth
Georgia
$501K
QCG
1423
Quadrant Capital Group
Ohio
$501K
LWM
1424
LJI Wealth Management
Indiana
$499K
SSW
1425
Stone Summit Wealth
Florida
$499K