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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 %
AIM
1601
Aspen Investment Management
Michigan
$323K -$2.56K -15 -0.8%
CSIC
1602
Clifford Swan Investment Counsel
California
$323K -$88.6K -520 -22%
DFG
1603
Demars Financial Group
Washington
$322K -$143K -837 -31%
TW
1604
TritonPoint Wealth
Maryland
$322K +$322K +1,890 New
APW
1605
Aurora Private Wealth
New Jersey
$320K +$2.05K +12 +0.6%
WEG
1606
World Equity Group
Illinois
$319K +$1.7K +10 +0.5%
TPW
1607
Tiller Private Wealth
Pennsylvania
$319K -$30K -176 -9%
IFPL
1608
Investments & Financial Planning LLC
Kentucky
$318K
OPA
1609
Old Port Advisors
Maine
$317K
KCM
1610
Kathmere Capital Management
Pennsylvania
$317K +$57.4K +337 +22%
LA
1611
Legacy Advisors
Pennsylvania
$317K +$170 +1 +0.1%
OA
1612
Operose Advisors
Wisconsin
$317K +$682 +4 +0.2%
IFPG
1613
Intrepid Financial Planning Group
Indiana
$316K
SGI
1614
Summit Global Investments
Utah
$316K +$316K +1,856 New
DI
1615
DFPG Investments
Utah
$315K -$19.7K -117 -6%
DP
1616
Denver PWM
Colorado
$315K
AC
1617
Abbrea Capital
California
$313K +$340 +2 +0.1%
AR
1618
Apeiron RIA
Texas
$313K
WN
1619
Williams & Novak
California
$313K +$313K +1,834 New
LCM
1620
Liberty Capital Management
Michigan
$313K +$313K +1,834 New
MCM
1621
Mattern Capital Management
Colorado
$312K
WF
1622
WoodTrust Financial
Wisconsin
$312K +$312K +1,832 New
RVPG
1623
Relative Value Partners Group
$312K +$312K +1,829 New
CCB
1624
Cutter & Co Brokerage
Missouri
$312K -$30.8K -181 -9%
BC
1625
Barnett & Company
Tennessee
$311K -$2.56K -15 -0.8%