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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TBWA
1651
Three Bridge Wealth Advisors
California
$460K
CAM
1652
Creekmur Asset Management
Illinois
$460K +$196 +1 +0%
LIWM
1653
Long Island Wealth Management
New York
$460K +$196 +1 +0%
ACP
1654
Aveo Capital Partners
Colorado
$460K +$230K +1,174 +100%
Chevy Chase Trust
1655
Chevy Chase Trust
Maryland
$455K
KFI
1656
Key Financial Inc
Pennsylvania
$455K
CIA
1657
Cape Investment Advisory
Georgia
$454K +$56K +286 +14%
CFB
1658
Cullen/Frost Bankers
Texas
$453K +$304K +1,552 +203%
AG
1659
Ascent Group
Virginia
$453K -$191K -975 -30%
SWA
1660
Sightline Wealth Advisors
Connecticut
$452K +$3.92K +20 +0.9%
BAM
1661
Berkshire Asset Management
Pennsylvania
$448K -$16.6K -82 -4%
I
1662
InvesTrust
Oklahoma
$448K +$448K +2,288 New
JWS
1663
Juncture Wealth Strategies
Arizona
$448K +$226K +1,152 +102%
RCI
1664
RS Crum Inc
California
$447K +$16.6K +85 +4%
FWM
1665
ForthRight Wealth Management
Georgia
$444K -$2.35K -12 -0.5%
CCM
1666
Chaney Capital Management
Washington
$444K
HSWS
1667
Higgins & Schmidt Wealth Strategies
Colorado
$443K
AIS
1668
Accredited Investor Services
Minnesota
$443K +$443K +2,262 New
FWM
1669
Fingerlakes Wealth Management
New York
$441K +$3.92K +20 +0.9%
ML
1670
Mayport LLC
Massachusetts
$441K -$100K -511 -19%
CWA
1671
Capital Wealth Alliance
Arizona
$438K +$225K +1,147 +105%
CIG
1672
Cairn Investment Group
Washington
$438K
AW
1673
Avion Wealth
Texas
$438K +$196 +1 +0%
QCG
1674
Quadrant Capital Group
Ohio
$437K -$80.3K -410 -16%
PCFFS
1675
Pacific Center for Financial Services
California
$437K +$2.55K +13 +0.6%