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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 %
MAA
1626
Mraz Amerine & Associates
California
$333K -$61.5K -337 -16%
BAAM
1627
Baker Avenue Asset Management
California
$333K +$3.1K +17 +0.9%
WE
1628
Wealth Effects
Massachusetts
$332K
HBT
1629
Hills Bank & Trust
Iowa
$332K
CF
1630
Clarity Financial
Texas
$330K +$115K +632 +54%
PCS
1631
Private Client Services
Kentucky
$329K -$9.31K -51 -3%
SCP
1632
Shorepoint Capital Partners
Massachusetts
$327K +$32.3K +177 +11%
BCFS
1633
Butensky & Cohen Financial Security
Florida
$326K -$13K -71 -4%
HAS
1634
Holland Advisory Services
Florida
$325K
CPSC
1635
Carl P. Sherr & Co
Massachusetts
$324K
IAP
1636
Indie Asset Partners
Indiana
$322K -$112K -612 -26%
OW
1637
Olistico Wealth
Oklahoma
$322K -$110K -600 -25%
TIM
1638
Tortoise Investment Management
New York
$322K +$4.56K +25 +1%
APW
1639
Aurora Private Wealth
New Jersey
$322K -$7.31K -40 -2%
NCM
1640
NCM Capital Management
New Jersey
$321K +$14.6K +80 +5%
OWA
1641
Outlook Wealth Advisors
Texas
$321K
BIA
1642
Benchmark Investment Advisors
Illinois
$320K
1832 Asset Management
1643
1832 Asset Management
Ontario, Canada
$319K -$121K -665 -28%
IAMOG
1644
Investors Asset Management of Georgia
Georgia
$319K
ECA
1645
Elevated Capital Advisors
Utah
$318K +$318K +1,744 New
LWM
1646
Lyell Wealth Management
California
$318K
WN
1647
Williams & Novak
California
$317K -$18.3K -100 -5%
RI
1648
Rinkey Investments
California
$316K
FG
1649
Fairman Group
Pennsylvania
$315K
MCA
1650
Maryland Capital Advisors
Maryland
$315K