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Vanguard Dividend Appreciation ETF

2,089 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 844 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
844
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RCI
1551
RS Crum Inc
California
$435K
AF
1552
Aviso Financial
Ontario, Canada
$435K +$186K +939 +75%
CGFA
1553
Colton Groome Financial Advisors
North Carolina
$433K -$13.5K -68 -3%
FB
1554
Fulton Bank
Pennsylvania
$432K
JWM
1555
Jeppson Wealth Management
California
$431K
DAC
1556
Dividend Assets Capital
South Carolina
$428K +$57.8K +292 +16%
LWM
1557
Liberty Wealth Management
California
$426K -$32.3K -163 -7%
MFS
1558
Madrona Financial Services
Washington
$425K -$14.9K -75 -3%
ERIC
1559
Eagle Rock Investment Company
Georgia
$424K
HCM
1560
Hengehold Capital Management
Ohio
$423K -$133K -672 -24%
BI
1561
Beckerman Institutional
New Jersey
$423K +$423K +2,136 New
WPA
1562
West Paces Advisors
Georgia
$423K
WCF
1563
West Coast Financial
California
$423K +$3.96K +20 +0.9%
SOS
1564
Silver Oak Securities
Tennessee
$422K +$170K +861 +67%
PPW
1565
Presilium Private Wealth
Pennsylvania
$421K
MWM
1566
Modern Wealth Management
Kansas
$421K +$421K +2,124 New
DTC
1567
Davidson Trust Company
Washington
$420K +$6.34K +32 +2%
BAM
1568
Berkshire Asset Management
Pennsylvania
$420K
VCP
1569
Vista Capital Partners
Oregon
$419K -$40.8K -206 -9%
EWM
1570
EPG Wealth Management
Georgia
$417K +$417K +2,106 New
CSIC
1571
Clifford Swan Investment Counsel
California
$416K
SEP
1572
Southland Equity Partners
Missouri
$414K +$13.7K +69 +3%
FBT
1573
First Bank & Trust
South Dakota
$413K -$4.56K -23 -1%
EP
1574
Edgestream Partners
New Jersey
$413K -$218K -1,102 -35%
HWP
1575
Hibernia Wealth Partners
Louisiana
$412K