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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 %
DFS
1576
Dixon Fnancial Services
California
$346K
ST
1577
Sageworth Trust
Pennsylvania
$346K
JPWM
1578
Jamison Private Wealth Management
Georgia
$345K -$1.36K -8 -0.4%
AIM
1579
Acropolis Investment Management
Missouri
$344K -$53.8K -316 -14%
AMCA
1580
Arthur M. Cohen & Associates
Illinois
$344K
GPA
1581
Guidance Point Advisors
Massachusetts
$344K +$2.73K +16 +0.8%
AP
1582
Adero Partners
California
$344K
SCA
1583
Stonebridge Capital Advisors
Minnesota
$343K -$11.9K -70 -3%
CWA
1584
Clearview Wealth Advisors
Oregon
$342K -$4.43K -26 -1%
DWA
1585
Delap Wealth Advisory
Oregon
$342K +$342K +2,008 New
MBTD
1586
Mechanics Bank - Trust Department
California
$339K +$339K +1,992 New
HWM
1587
Heirloom Wealth Management
Colorado
$338K +$338K +1,981 New
CWA
1588
Continuum Wealth Advisors
New York
$337K
SDAM
1589
Shulman DeMeo Asset Management
New York
$337K +$1.19K +7 +0.4%
PCM
1590
Pennsylvania Capital Management
Pennsylvania
$335K -$161K -944 -32%
OSNBOA
1591
Old Second National Bank of Aurora
Illinois
$335K
LA
1592
Lane & Associates
New Jersey
$334K -$14.5K -85 -4%
TFA
1593
Teamwork Financial Advisors
Texas
$333K -$15.7K -92 -4%
DWP
1594
Daymark Wealth Partners
Ohio
$333K -$44K -258 -12%
FFP
1595
FourThought Financial Partners
Florida
$333K
BCFS
1596
Butensky & Cohen Financial Security
Florida
$329K -$23.7K -139 -7%
BRA
1597
Biechele Royce Advisors
Indiana
$329K +$82.2K +482 +33%
CD
1598
Chapin Davis
Maryland
$328K +$1.36K +8 +0.4%
PA
1599
Parkside Advisors
California
$327K
FM
1600
Foster & Motley
Ohio
$326K -$4.09K -24 -1%