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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 %
FPFS
1451
First Personal Financial Services
North Carolina
$446K
CDH
1452
Charles D. Hyman
$446K -$15.2K -89 -3%
SCM
1453
Sollinda Capital Management
Florida
$446K +$446K +2,615 New
AWAG
1454
ARS Wealth Advisors Group
Florida
$445K +$33.6K +197 +8%
LWP
1455
LMG Wealth Partners
Louisiana
$443K -$4.43K -26 -1%
CA
1456
Callahan Advisors
Texas
$443K
SCM
1457
Saxony Capital Management
Missouri
$443K +$443K +2,599 New
BCG
1458
Breakwater Capital Group
New Jersey
$443K +$12.1K +70 +3%
HA
1459
HC Advisors
Georgia
$442K +$186K +1,094 +73%
NCFG
1460
New Century Financial Group
New Jersey
$441K +$441K +2,590 New
SFG
1461
Summit Financial Group
West Virginia
$441K +$22.2K +130 +5%
TW
1462
TrinityPoint Wealth
Connecticut
$440K -$6.14K -36 -1%
MWM
1463
MBE Wealth Management
Wisconsin
$440K -$11.2K -66 -2%
WWP
1464
Walden Wealth Partners
Ohio
$440K +$440K +2,582 New
LIA
1465
LBMC Investment Advisors
Tennessee
$440K +$10.9K +64 +3%
KWAG
1466
Kiely Wealth Advisory Group
North Carolina
$439K +$439K +2,535 New
JJBC
1467
James J. Burns & Company
New York
$438K
QCM
1468
Quantinno Capital Management
New York
$436K +$197K +1,158 +83%
LIWM
1469
Long Island Wealth Management
New York
$436K +$436K +2,557 New
CRWM
1470
Castle Rock Wealth Management
California
$435K -$1.85K -11 -0.4%
VCP
1471
Vista Capital Partners
Oregon
$435K -$20.3K -119 -4%
DIA
1472
Dana Investment Advisors
Wisconsin
$434K +$1.02K +6 +0.2%
PWM
1473
PBMares Wealth Management
Virginia
$433K -$14.7K -86 -3%
CTWM
1474
Cherry Tree Wealth Management
Minnesota
$432K
SDWMA
1475
Schneider Downs Wealth Management Advisors
Pennsylvania
$432K -$34.8K -204 -7%