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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 %
BTWM
1626
Baker Tilly Wealth Management
Wisconsin
$311K +$311K +1,826 New
MWPCG
1627
Measured Wealth Private Client Group
New Hampshire
$311K
PCS
1628
Private Client Services
Kentucky
$310K +$310K +1,822 New
JWM
1629
Jupiter Wealth Management
Colorado
$310K
HBT
1630
Hills Bank & Trust
Iowa
$309K
FCH
1631
Freestone Capital Holdings
Washington
$309K +$35.3K +207 +13%
VWM
1632
Venturi Wealth Management
Texas
$309K +$28.6K +168 +10%
WCAMG
1633
Woodard & Company Asset Management Group
North Carolina
$306K
KWM
1634
Keebeck Wealth Management
Illinois
$306K
NAM
1635
NorthCrest Asset Manangement
Minnesota
$305K +$80.8K +474 +36%
RWM
1636
Rockline Wealth Management
New York
$305K +$305K +1,789 New
GC
1637
Guggenheim Capital
Illinois
$305K +$12.1K +71 +4%
HAS
1638
Holland Advisory Services
Florida
$303K
CPSC
1639
Carl P. Sherr & Co
Massachusetts
$303K +$44.5K +261 +17%
WAM
1640
Walker Asset Management
Missouri
$302K
TLFA
1641
True Link Financial Advisors
California
$301K -$20.1K -118 -6%
DLCIG
1642
D.L. Carlson Investment Group
New Hampshire
$298K -$138K -786 -32%
GA
1643
Gordian Advisors
Arizona
$298K +$298K +1,750 New
BIA
1644
Benchmark Investment Advisors
Illinois
$298K +$2.73K +16 +0.9%
QWP
1645
Quotient Wealth Partners
Texas
$298K +$298K +1,748 New
MIC
1646
Means Investment Company
Maine
$297K -$76K -446 -20%
IAMOG
1647
Investors Asset Management of Georgia
Georgia
$297K
TIM
1648
Tortoise Investment Management
New York
$296K -$49.4K -290 -14%
FAM
1649
Family Asset Management
South Carolina
$295K -$682 -4 -0.2%
MCA
1650
Maryland Capital Advisors
Maryland
$294K