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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 %
CAM
1501
Creekmur Asset Management
Illinois
$403K +$403K +2,366 New
OW
1502
Olistico Wealth
Oklahoma
$403K -$650K -3,816 -62%
LFG
1503
Larson Financial Group
Missouri
$402K -$38K -223 -9%
WCF
1504
West Coast Financial
California
$401K
RF
1505
RHS Financial
California
$401K -$59.5K -349 -13%
LWM
1506
Liberty Wealth Management
California
$400K -$11.8M -2,251 -97%
CWM
1507
Calamos Wealth Management
Illinois
$400K -$43.4K -255 -10%
FNC
1508
First National Corp
Massachusetts
$400K -$87.4K -513 -18%
TBWA
1509
Three Bridge Wealth Advisors
California
$399K
SSWM
1510
Strait & Sound Wealth Management
California
$398K +$512 +3 +0.1%
ACA
1511
American Capital Advisory
Idaho
$398K +$398K +2,336 New
AA
1512
AlphaQ Advisors
Florida
$398K -$802K -4,707 -67%
BAM
1513
Berkshire Asset Management
Pennsylvania
$396K
DF
1514
Dunhill Financial
United Kingdom
$396K +$17.4K +102 +5%
FPCP
1515
Fort Point Capital Partners
California
$394K
BFC
1516
Bedel Financial Consulting
Indiana
$392K +$170 +1 +0%
CS
1517
Cannell & Spears
New York
$389K -$341 -2 -0.1%
HSWS
1518
Higgins & Schmidt Wealth Strategies
Colorado
$389K +$389K +2,284 New
AI
1519
Accredited Investors
Minnesota
$388K +$1.02K +6 +0.3%
SWA
1520
Sightline Wealth Advisors
Connecticut
$387K +$3.75K +22 +1%
WFA
1521
Websterrogers Financial Advisors
South Carolina
$387K
JWM
1522
Jeppson Wealth Management
California
$386K +$8.52K +50 +2%
MFS
1523
Madrona Financial Services
Washington
$386K -$6.65K -39 -2%
AFS
1524
Access Financial Services
Minnesota
$385K -$3.07K -18 -0.8%
QWM
1525
Quadcap Wealth Management
Texas
$384K +$384K +2,255 New