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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 %
GHAM
1551
Gilman Hill Asset Management
Connecticut
$378K
FFP
1552
FourThought Financial Partners
Florida
$378K
APG
1553
Abacus Planning Group
South Carolina
$377K +$4.75K +26 +1%
AIS
1554
American Investment Services
Massachusetts
$377K
TLA
1555
Tanglewood Legacy Advisors
Texas
$377K +$365 +2 +0.1%
PCTC
1556
Perkins Coie Trust Company
Washington
$377K -$9.13K -50 -2%
BFA
1557
Beaumont Financial Advisors
Massachusetts
$377K
FPCP
1558
Fort Point Capital Partners
California
$375K -$47.5K -260 -11%
AWA
1559
Archvest Wealth Advisors
California
$375K +$95.3K +523 +34%
DA
1560
Doliver Advisors
Texas
$374K -$18.3K -100 -5%
BFIC
1561
Bedell Frazier Investment Counselling
California
$374K
WAM
1562
Walker Asset Management
Missouri
$374K
LWM
1563
Liberty Wealth Management
California
$372K +$38.5K +239 +12%
PWM
1564
Palumbo Wealth Management
New York
$371K -$8.21K -45 -2%
BF
1565
Blankinship & Foster
California
$371K
JPWM
1566
Jamison Private Wealth Management
Georgia
$370K
PWM
1567
Paulson Wealth Management
Illinois
$369K -$8.58K -47 -2%
SEP
1568
Southland Equity Partners
Missouri
$369K -$233K -1,278 -39%
HCM
1569
Hilton Capital Management
New York
$366K +$125K +686 +52%
WPC
1570
White Pine Capital
Minnesota
$366K
Russell Investments Group
1571
Russell Investments Group
United Kingdom
$365K +$194K +1,062 +113%
KCM
1572
Kathmere Capital Management
Pennsylvania
$365K +$25K +137 +7%
FWM
1573
Finer Wealth Management
Massachusetts
$365K -$15.2K -83 -4%
BAM
1574
BTS Asset Management
Massachusetts
$364K -$194K -1,060 -35%
SCA
1575
Stonebridge Capital Advisors
Minnesota
$364K -$2.37K -13 -0.6%