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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 %
CS
1526
Cannell & Spears
New York
$404K -$13.3K -73 -3%
RCI
1527
RS Crum Inc
California
$401K +$401K +2,198 New
AFG
1528
ABLE Financial Group
Arizona
$401K +$19.4K +106 +5%
CAP
1529
Columbia Advisory Partners
Washington
$400K -$44.2K -242 -10%
KFI
1530
Key Financial Inc
Pennsylvania
$399K -$25.6K -140 -6%
ACA
1531
American Capital Advisory
Idaho
$398K +$102K +600 +35%
FB
1532
Fulton Bank
Pennsylvania
$398K
JWM
1533
Jeppson Wealth Management
California
$397K -$4.56K -25 -1%
AT
1534
Arden Trust
Delaware
$393K -$12.6K -69 -3%
MAWA
1535
Moss Adams Wealth Advisors
Washington
$392K +$77.2K +421 +25%
DFA
1536
Davies Financial Advisors
California
$391K +$76.3K +418 +24%
ERIC
1537
Eagle Rock Investment Company
Georgia
$391K
CGF
1538
Constant Guidance Financial
Massachusetts
$390K -$69.2K -379 -15%
WPA
1539
West Paces Advisors
Georgia
$390K
SWA
1540
SFMG Wealth Advisors
Texas
$389K
PPW
1541
Presilium Private Wealth
Pennsylvania
$388K +$128K +700 +49%
WF
1542
Welch & Forbes
Massachusetts
$388K -$58K -317 -13%
WCF
1543
West Coast Financial
California
$386K
MHS
1544
M Holdings Securities
Oregon
$386K +$386K +2,101 New
MCM
1545
Manchester Capital Management
Vermont
$386K -$221K -1,212 -36%
FBT
1546
First Bank & Trust
South Dakota
$385K -$156K -852 -29%
RWM
1547
Rockline Wealth Management
New York
$384K +$8.76K +48 +2%
CSIC
1548
Clifford Swan Investment Counsel
California
$383K +$37.4K +205 +11%
DTC
1549
Davidson Trust Company
Washington
$382K
HWP
1550
Hibernia Wealth Partners
Louisiana
$379K +$379K +2,078 New