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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 %
WPA
1551
West Paces Advisors
Georgia
$364K
IWP
1552
Innova Wealth Partners
Pennsylvania
$364K +$364K +2,134 New
SWA
1553
SFMG Wealth Advisors
Texas
$362K +$2.05K +12 +0.6%
C
1554
Certuity
Florida
$361K -$56.9K -334 -14%
PL
1555
Plancorp LLC
Missouri
$361K +$22.2K +130 +7%
PCTC
1556
Perkins Coie Trust Company
Washington
$360K -$8.52K -50 -2%
CMAI
1557
Capital Management Associates Inc
Minnesota
$360K +$360K +2,112 New
HCM
1558
Hengehold Capital Management
Ohio
$358K -$4.26K -25 -1%
TNA
1559
True North Advisors
Texas
$358K +$358K +2,102 New
VL
1560
Vima LLC
Michigan
$358K +$358K +2,099 New
AFG
1561
ABLE Financial Group
Arizona
$356K -$21.5K -126 -6%
DTC
1562
Davidson Trust Company
Washington
$356K +$63.7K +374 +22%
ZIM
1563
Zacks Investment Management
Illinois
$356K +$26.6K +156 +8%
FWM
1564
Finer Wealth Management
Massachusetts
$355K
PWM
1565
Palumbo Wealth Management
New York
$353K +$2.05K +12 +0.6%
PWM
1566
Paulson Wealth Management
Illinois
$352K -$10.1K -59 -3%
DAC
1567
Dividend Assets Capital
South Carolina
$352K +$262K +1,540 +292%
AIS
1568
American Investment Services
Massachusetts
$352K -$10.7K -63 -3%
TLA
1569
Tanglewood Legacy Advisors
Texas
$352K -$92K -540 -21%
NSG
1570
Nalls Sherbakoff Group
Tennessee
$352K -$30.3K -178 -8%
LIG
1571
Lokken Investment Group
Delaware
$351K +$17K +100 +5%
HHGA
1572
Halbert Hargrove Global Advisors
California
$351K +$66K +387 +23%
CHC
1573
City Holding Co
West Virginia
$350K -$13.3K -78 -4%
APG
1574
Abacus Planning Group
South Carolina
$348K +$2.9K +17 +0.8%
BF
1575
Blankinship & Foster
California
$346K