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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 %
TFA
1601
Teamwork Financial Advisors
Texas
$344K -$2.56K -14 -0.7%
SDAM
1602
Shulman DeMeo Asset Management
New York
$344K
SFG
1603
Sage Financial Group
Pennsylvania
$344K -$168K -918 -33%
DFG
1604
Demars Financial Group
Washington
$344K -$3.47K -19 -1%
TW
1605
TritonPoint Wealth
Maryland
$343K -$35.6K -194 -9%
CAG
1606
Curtis Advisory Group
California
$342K +$342K +1,875 New
WA
1607
Wealthstream Advisors
New York
$342K
TI
1608
Truepoint Inc
Ohio
$341K +$86K +471 +34%
LA
1609
Legacy Advisors
Pennsylvania
$341K
DAC
1610
Dividend Assets Capital
South Carolina
$341K +$61.9K +339 +22%
MCM
1611
Mattern Capital Management
Colorado
$340K
IFPL
1612
Investments & Financial Planning LLC
Kentucky
$340K
SPWG
1613
Syntegra Private Wealth Group
Missouri
$340K -$46.6K -255 -12%
OCM
1614
Orleans Capital Management
Louisiana
$339K +$38.3K +210 +13%
PA
1615
Parkside Advisors
California
$339K -$13K -71 -4%
BC
1616
Barnett & Company
Tennessee
$337K
FNC
1617
First National Corp
Massachusetts
$336K -$92.6K -507 -22%
AR
1618
Apeiron RIA
Texas
$335K
ST
1619
Sageworth Trust
Pennsylvania
$335K -$35.2K -193 -10%
LCM
1620
Liberty Capital Management
Michigan
$335K
C
1621
Certuity
Florida
$335K -$45.8K -251 -12%
AWM
1622
Ariadne Wealth Management
California
$334K +$334K +1,822 New
FAM
1623
Family Asset Management
South Carolina
$334K +$17.5K +96 +6%
WCAMG
1624
Woodard & Company Asset Management Group
North Carolina
$333K +$5.48K +30 +2%
MWPCG
1625
Measured Wealth Private Client Group
New Hampshire
$333K