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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 %
BFG
1651
Berger Financial Group
Minnesota
$294K -$3.58K -21 -1%
OWA
1652
Outlook Wealth Advisors
Texas
$293K
BWA
1653
Bordeaux Wealth Advisors
California
$293K +$293K +1,722 New
NA
1654
Navellier & Associates
Nevada
$293K +$3.07K +18 +1%
SHFP
1655
Second Half Financial Partners
Florida
$293K +$293K +1,719 New
MAWA
1656
Moss Adams Wealth Advisors
Washington
$293K +$682 +4 +0.2%
MWM
1657
Maripau Wealth Management
Indiana
$292K
PWP
1658
Precedent Wealth Partners
Texas
$292K +$292K +1,714 New
FG
1659
Fairman Group
Pennsylvania
$292K +$292K +1,712 New
PCG
1660
Prosperity Consulting Group
Maryland
$292K -$5.96K -35 -2%
PWG
1661
Private Wealth Group
Florida
$291K
DFG
1662
Delta Financial Group
New Jersey
$291K +$4.09K +24 +1%
LC
1663
Lindbrook Capital
California
$291K
BHWM
1664
Bay Harbor Wealth Management
Maryland
$290K
LWA
1665
Lineweaver Wealth Advisors
Ohio
$289K +$289K +1,697 New
CIA
1666
Cape Investment Advisory
Georgia
$289K +$18.4K +108 +7%
IAS
1667
Insigneo Advisory Services
Florida
$288K +$288K +1,687 New
CPP
1668
Capasso Planning Partners
South Carolina
$287K -$852 -5 -0.3%
NCM
1669
NCM Capital Management
New Jersey
$286K -$25.6K -150 -8%
TI
1670
tru Independence
Oregon
$286K -$32.9K -193 -10%
NB
1671
NBT Bank
New York
$286K +$25.9K +152 +10%
LA
1672
Lakeside Advisors
Washington
$285K
LFA
1673
Legacy Financial Advisors
Kentucky
$283K +$3.92K +23 +1%
IPW
1674
Intergy Private Wealth
Colorado
$282K
EWM
1675
Elevatus Welath Management
New York
$281K -$391K -2,297 -58%