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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 %
CAM
1501
Creekmur Asset Management
Illinois
$428K -$63.2K -346 -13%
Chevy Chase Trust
1502
Chevy Chase Trust
Maryland
$426K
LIWM
1503
Long Island Wealth Management
New York
$426K -$42.2K -231 -9%
CCM
1504
Chaney Capital Management
Washington
$424K
DF
1505
Dunhill Financial
United Kingdom
$424K
BFC
1506
Bedel Financial Consulting
Indiana
$424K +$3.65K +20 +0.9%
RA
1507
Rise Advisors
New York
$424K +$3.65K +20 +0.9%
VCP
1508
Vista Capital Partners
Oregon
$424K -$42K -230 -9%
TFA
1509
Trinity Financial Advisors
Ohio
$420K -$241K -1,313 -36%
BAM
1510
Berkshire Asset Management
Pennsylvania
$420K
WFA
1511
Websterrogers Financial Advisors
South Carolina
$420K
SWA
1512
Sightline Wealth Advisors
Connecticut
$416K
GM
1513
GeoWealth Management
Illinois
$415K +$257K +1,409 +163%
HSWS
1514
Higgins & Schmidt Wealth Strategies
Colorado
$415K -$2.01K -11 -0.5%
ES
1515
ETF Store
Kansas
$415K -$323K -1,769 -44%
AFS
1516
Access Financial Services
Minnesota
$413K
CGFA
1517
Colton Groome Financial Advisors
North Carolina
$411K +$411K +2,253 New
CIG
1518
Cairn Investment Group
Washington
$409K
VL
1519
Vima LLC
Michigan
$409K -$40.7K -223 -9%
BA
1520
Bridge Advisory
California
$408K
MFS
1521
Madrona Financial Services
Washington
$405K -$139K -763 -26%
FWM
1522
Fingerlakes Wealth Management
New York
$405K -$365 -2 -0.1%
BMM
1523
Buffington Mohr McNeal
Idaho
$405K -$8.03K -44 -2%
PCFFS
1524
Pacific Center for Financial Services
California
$404K
HIC
1525
Holderness Investments Company
North Carolina
$404K