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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 %
NA
1651
Navellier & Associates
Nevada
$315K
FC
1652
Forte Capital
New York
$315K -$82.5K -452 -21%
PWP
1653
Precedent Wealth Partners
Texas
$315K +$1.83K +10 +0.6%
NFP
1654
Narus Financial Partners
Utah
$314K -$183 -1 -0.1%
WWM
1655
Wiser Wealth Management
Georgia
$314K +$71.2K +390 +29%
CIA
1656
Cape Investment Advisory
Georgia
$314K +$3.29K +18 +1%
CWA
1657
Capital Wealth Alliance
Arizona
$313K +$313K +1,717 New
ACM
1658
Alpha Capital Management
Texas
$313K +$313K +1,715 New
FA
1659
Fountainhead AM
New Jersey
$313K +$45.6K +250 +17%
PWG
1660
Private Wealth Group
Florida
$312K
TCM
1661
TruNorth Capital Management
Michigan
$311K +$180K +984 +136%
LC
1662
Lindbrook Capital
California
$311K
EPA
1663
Element Pointe Advisors
Florida
$310K -$309K -1,692 -50%
SAM
1664
Summit Asset Management
Tennessee
$309K +$183 +1 +0.1%
HS
1665
Horan Securities
United States
$307K +$20.6K +113 +7%
MAM
1666
MWA Asset Management
Massachusetts
$307K -$3.65K -20 -1%
NB
1667
NBT Bank
New York
$306K
LA
1668
Lakeside Advisors
Washington
$305K
SWM
1669
Stockman Wealth Management
Montana
$305K +$92.9K +509 +44%
CCMG
1670
Clark Capital Management Group
Pennsylvania
$304K -$153K -839 -33%
WF
1671
WoodTrust Financial
Wisconsin
$302K +$302K +1,654 New
LFA
1672
Legacy Financial Advisors
Kentucky
$302K -$1.83K -10 -0.6%
TH
1673
Team Hewins
California
$302K +$32.3K +176 +12%
AF
1674
Advisornet Financial
Minnesota
$300K -$30.5K -167 -9%
DIM
1675
Delta Investment Management
California
$300K +$40.7K +223 +16%