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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 %
AOWM
1476
Alpha Omega Wealth Management
Virginia
$454K
HWMO
1477
Heritage Wealth Management (Ohio)
Ohio
$453K +$453K +2,462 New
SAM
1478
SignalPoint Asset Management
Missouri
$452K -$34.7K -190 -7%
OAM
1479
Oak Asset Management
California
$451K
VPP
1480
Vertex Planning Partners
Illinois
$451K
BPWM
1481
Badgley Phelps Wealth Managers
Washington
$450K -$25.9K -141 -5%
CG
1482
Clarus Group
Texas
$450K +$450K +2,465 New
AWA
1483
Aaron Wealth Advisors
Illinois
$449K
AF
1484
Apexium Financial
Texas
$448K +$5.87K +32 +1%
SFP
1485
Shepherd Financial Partners
Massachusetts
$447K
DWM
1486
Denver Wealth Management
Colorado
$444K
PS
1487
Planned Solutions
California
$442K
FWTB
1488
First Western Trust Bank
Colorado
$442K -$27.4K -150 -6%
MMPW
1489
Mitchell McLeod Pugh & Williams
Alabama
$442K +$98.7K +541 +29%
E
1490
ETFidea
New York
$441K
CRI
1491
Commonwealth Retirement Investments
Virginia
$440K -$85.6K -469 -16%
GPA
1492
Guidance Point Advisors
Massachusetts
$439K +$58.8K +322 +15%
FTIS
1493
First Trust Investment Solutions
Florida
$438K
HCA
1494
Heck Capital Advisors
Wisconsin
$436K
AG
1495
AlTi Global
New York
$435K -$29.4K -160 -6%
KAS
1496
KPP Advisory Services
Kentucky
$433K -$355K -1,943 -45%
FWM
1497
Focused Wealth Management
New York
$431K
SSWM
1498
Strait & Sound Wealth Management
California
$430K +$2.74K +15 +0.6%
PWM
1499
PBMares Wealth Management
Virginia
$429K
TBWA
1500
Three Bridge Wealth Advisors
California
$429K -$183 -1 -0%