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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 %
LCM
1426
LVM Capital Management
Michigan
$472K
BWM
1427
BCS Wealth Management
Tennessee
$471K +$10.4K +61 +2%
FWTB
1428
First Western Trust Bank
Colorado
$469K -$16K -94 -3%
QCG
1429
Quadrant Capital Group
Ohio
$468K
SSW
1430
Stone Summit Wealth
Florida
$466K -$5.96K -35 -1%
LWM
1431
LJI Wealth Management
Indiana
$466K +$682 +4 +0.1%
VCM
1432
Virtue Capital Management
Tennessee
$465K -$43.4K -258 -9%
PPWP
1433
Proquility Private Wealth Partners
Nevada
$463K +$463K +2,715 New
WPC
1434
White Pine Capital
Minnesota
$462K -$11.1K -65 -2%
SWM
1435
Sugarloaf Wealth Management
Georgia
$461K -$404K -2,374 -47%
IF
1436
Integrity Financial
Wyoming
$461K +$83.7K +491 +22%
MAM
1437
McLean Asset Management
Virginia
$459K +$337 +2 +0.1%
BFP
1438
Beacon Financial Planning
Massachusetts
$459K +$2.39K +14 +0.5%
EP
1439
Eudaimonia Partners
Tennessee
$459K -$574K -3,371 -56%
PWH
1440
Priebe Wealth Holdings
Minnesota
$458K +$458K +2,686 New
WMP
1441
Wealth Management Partners
Arizona
$456K
SAM
1442
SignalPoint Asset Management
Missouri
$455K +$4.43K +26 +1%
AIM
1443
Anchor Investment Management
South Carolina
$455K -$6.82K -40 -1%
RSA
1444
River Street Advisors
Illinois
$454K +$1.36K +8 +0.3%
OL
1445
Optas LLC
Texas
$454K
KFI
1446
Key Financial Inc
Pennsylvania
$453K +$23.9K +140 +6%
3IP
1447
3Chopt Investment Partners
Virginia
$453K +$453K +2,658 New
MCM
1448
Mengis Capital Management
Oregon
$449K +$170 +1 +0%
DWM
1449
Denver Wealth Management
Colorado
$448K +$3.41K +20 +0.8%
PIM
1450
Penobscot Investment Management
Massachusetts
$446K -$22.2K -130 -5%