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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 %
RCM
1676
Richardson Capital Management
Wisconsin
$297K -$96.4K -528 -25%
LWA
1677
Lineweaver Wealth Advisors
Ohio
$297K -$13.1K -72 -4%
LHWM
1678
Lake Hills Wealth Management
Texas
$296K
CWM
1679
Calamos Wealth Management
Illinois
$296K -$86.7K -475 -23%
MPCL
1680
My Personal CFO LLC
Washington
$296K +$14.1K +77 +5%
GI
1681
GAMMA Investing
California
$295K +$16.8K +92 +6%
GWS
1682
Glassman Wealth Services
Virginia
$295K
EM
1683
Excalibur Management
Massachusetts
$294K +$294K +1,612 New
WG
1684
Watchman Group
Texas
$294K
PCM
1685
Pointe Capital Management
Michigan
$294K
GIM
1686
Goelzer Investment Management
Indiana
$293K -$51.5K -282 -15%
SAM
1687
Seelaus Asset Management
New Jersey
$293K
IPW
1688
Intergy Private Wealth
Colorado
$293K -$9.31K -51 -3%
DFS
1689
Dixon Fnancial Services
California
$292K -$78.5K -430 -21%
BFPW
1690
BOK Financial Private Wealth
Colorado
$292K
ML
1691
Mayport LLC
Massachusetts
$292K
FFA
1692
Fragasso Financial Advisors
Pennsylvania
$291K -$548 -3 -0.2%
SM
1693
Sensible Money
Arizona
$291K
PWA
1694
Phoenix Wealth Advisors
North Carolina
$290K +$290K +1,587 New
AIM
1695
Acropolis Investment Management
Missouri
$289K
FA
1696
Fermata Advisors
California
$288K
WMA
1697
Wealth Management Associates
New Jersey
$286K
BFG
1698
Bouchey Financial Group
New York
$286K
APA
1699
Astoria Portfolio Advisors
New York
$286K -$14.4K -79 -5%
IIM
1700
Ipswich Investment Management
Massachusetts
$285K -$7.3K -40 -2%