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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 %
BF
1676
Blankinship & Foster
California
$437K
HIC
1677
Holderness Investments Company
North Carolina
$437K +$1.76K +9 +0.4%
DFA
1678
Davies Financial Advisors
California
$434K +$3.33K +17 +0.8%
DI
1679
Disciplined Investments
Oklahoma
$434K +$73.8K +377 +21%
MCA
1680
Magnolia Capital Advisors
Mississippi
$433K +$433K +2,210 New
MYIA
1681
Mount Yale Investment Advisors
Colorado
$432K -$375K -1,915 -46%
EW
1682
Elyxium Wealth
California
$431K
CGFA
1683
Colton Groome Financial Advisors
North Carolina
$428K
EM
1684
Excalibur Management
Massachusetts
$428K +$47.8K +244 +13%
CCA
1685
Cobblestone Capital Advisors
New York
$427K +$427K +2,183 New
JWM
1686
Jeppson Wealth Management
California
$426K
PFP
1687
Paragon Financial Partners
California
$424K -$1.11M -5,677 -72%
IWM
1688
IMG Wealth Management
Florida
$424K +$424K +2,167 New
LWM
1689
Liberty Wealth Management
California
$424K +$2.94K +15 +0.7%
SDWMA
1690
Schneider Downs Wealth Management Advisors
Pennsylvania
$424K -$73K -373 -15%
DIA
1691
Dana Investment Advisors
Wisconsin
$423K -$84.8K -433 -17%
GFG
1692
Grantvest Financial Group
New Jersey
$423K +$423K +2,162 New
CRWM
1693
Castle Rock Wealth Management
California
$423K -$107K -523 -20%
HWMO
1694
Heritage Wealth Management (Ohio)
Ohio
$421K -$12.5K -64 -3%
AT
1695
American Trust
Kentucky
$420K +$420K +2,147 New
MFS
1696
Madrona Financial Services
Washington
$420K
SSWM
1697
Strait & Sound Wealth Management
California
$420K -$38.6K -197 -8%
ERIC
1698
Eagle Rock Investment Company
Georgia
$419K
DFG
1699
Delta Financial Group
New Jersey
$419K +$419K +2,140 New
BI
1700
Beckerman Institutional
New Jersey
$418K