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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
1526
KPP Advisory Services
Kentucky
$580K +$392 +2 +0.1%
VWWMG
1527
Vermillion & White Wealth Management Group
Pennsylvania
$580K
AP
1528
Appleton Partners
Massachusetts
$578K -$95.1K -486 -14%
MIM
1529
Macroview Investment Management
Maryland
$578K +$196 +1 +0%
SIAS
1530
Summit Investment Advisory Services
Minnesota
$578K -$47.2K -241 -8%
TTWM
1531
TCV Trust & Wealth Management
Virginia
$577K
TW
1532
TrinityPoint Wealth
Connecticut
$576K +$63.4K +324 +12%
SCA
1533
Scott Capital Advisors
Oregon
$576K +$582 +3 +0.1%
JHCP
1534
Jackson Hole Capital Partners
Oklahoma
$576K +$392 +2 +0.1%
FNB
1535
Farmers National Bank
Kentucky
$574K +$574K +2,932 New
PWMG
1536
Prestige Wealth Management Group
New Jersey
$571K -$23.3K -119 -4%
OBGC
1537
O'Brien Greene & Co
Pennsylvania
$570K +$4.31K +22 +0.8%
JSAM
1538
J. Safra Asset Management
New York
$570K +$570K +2,910 New
MWP
1539
Meridian Wealth Partners
Pennsylvania
$568K -$85.6K -437 -13%
DWM
1540
Destination Wealth Management
California
$567K -$4.11K -21 -0.7%
PCM
1541
Pointe Capital Management
Michigan
$566K +$281K +1,435 +99%
FWI
1542
Facet Wealth Inc
Maryland
$565K +$14.1K +70 +3%
BWM
1543
BCS Wealth Management
Tennessee
$565K +$565K +2,887 New
IF
1544
Intrua Financial
Texas
$565K -$265K -1,354 -32%
PL
1545
Plancorp LLC
Missouri
$565K +$227K +1,157 +67%
CF
1546
Convergence Financial
Missouri
$564K -$36K -184 -6%
CIM
1547
Cambria Investment Management
California
$564K +$564K +2,879 New
EF
1548
Empowered Funds
Pennsylvania
$564K +$564K +2,879 New
PWM
1549
Praetorian Wealth Management
California
$564K +$564K +2,879 New
DWM
1550
Darwin Wealth Management
Florida
$561K -$166K -847 -23%