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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 %
IAP
1476
Indie Asset Partners
Indiana
$431K
AF
1477
Advisornet Financial
Minnesota
$430K +$10.4K +61 +2%
AG
1478
AlTi Global
New York
$430K +$430K +2,524 New
HGERS
1479
Householder Group Estate & Retirement Specialist
Arizona
$430K -$882K -5,183 -67%
RA
1480
Rise Advisors
New York
$430K -$34.4K -202 -7%
MCWS
1481
McKinley Carter Wealth Services
West Virginia
$428K -$16.2K -95 -4%
CCM
1482
Chaney Capital Management
Washington
$424K +$424K +2,490 New
ABLA
1483
Alan B. Lancz & Associates
Ohio
$424K
AOWM
1484
Alpha Omega Wealth Management
Virginia
$423K -$12.1K -71 -3%
OAM
1485
Oak Asset Management
California
$421K
SIC
1486
Sterling Investment Counsel
New York
$421K
VPP
1487
Vertex Planning Partners
Illinois
$421K +$76.7K +450 +22%
TTWM
1488
TCV Trust & Wealth Management
Virginia
$418K +$94.4K +554 +29%
AWA
1489
Aaron Wealth Advisors
Illinois
$417K +$55.2K +324 +15%
FWM
1490
Focused Wealth Management
New York
$416K -$34.1K -200 -8%
BMM
1491
Buffington Mohr McNeal
Idaho
$415K -$7.84K -46 -2%
PS
1492
Planned Solutions
California
$413K
Jane Street
1493
Jane Street
New York
$412K -$2.9M -17,008 -88%
WG
1494
Welch Group
Alabama
$412K +$2.73K +16 +0.7%
1832 Asset Management
1495
1832 Asset Management
Ontario, Canada
$411K +$90.7K +532 +28%
ICG
1496
InterOcean Capital Group
Tennessee
$409K -$299K -1,757 -42%
E
1497
ETFidea
New York
$408K +$47.2K +277 +13%
HCA
1498
Heck Capital Advisors
Wisconsin
$407K
BBI
1499
Baxter Bros Inc
Connecticut
$407K -$14.8K -87 -4%
DI
1500
Disciplined Investments
Oklahoma
$406K -$5.28K -31 -1%