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Vanguard Dividend Appreciation ETF

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.45%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
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 %
PFA
1701
Petra Financial Advisors
Colorado
$266K
OWM
1702
Orgel Wealth Management
Wisconsin
$265K +$265K +1,558 New
SAM
1703
Strategy Asset Managers
California
$265K +$511 +3 +0.2%
FF
1704
Francis Financial
$265K
SCP
1705
Shorepoint Capital Partners
Massachusetts
$265K +$1.19K +7 +0.5%
EW
1706
Evoke Wealth
California
$265K -$20.9M -122,661 -99%
NWA
1707
New World Advisors
Massachusetts
$264K +$19.6K +115 +8%
SC
1708
Stephenson & Company
California
$264K +$264K +1,551 New
CC
1709
Courier Capital
New York
$263K +$7.16K +42 +3%
GI
1710
GAMMA Investing
California
$263K +$263K +1,526 New
HTHT
1711
Hemenway Trust Hemenway Trust
New Hampshire
$263K -$51.6K -303 -16%
MPCL
1712
My Personal CFO LLC
Washington
$263K +$6.48K +38 +3%
CJ
1713
Caitlin John
Michigan
$263K +$263K +1,541 New
OFG
1714
Omega Financial Group
California
$262K
FCM
1715
Fourpath Capital Management
Oklahoma
$261K -$30.7K -180 -11%
AWM
1716
Altus Wealth Management
Kentucky
$260K
FFA
1717
First Foundation Advisors
California
$260K +$22.2K +130 +9%
SAM
1718
Summit Asset Management
Tennessee
$259K +$28.1K +165 +12%
FCCM
1719
First City Capital Management
Georgia
$259K -$9.71K -57 -4%
WF
1720
Welch & Forbes
Massachusetts
$257K
GAM
1721
Gould Asset Management
California
$257K +$29.8K +175 +13%
OFS
1722
Oldfather Financial Services
Nebraska
$257K
LC
1723
Landaas & Company
Wisconsin
$256K -$85.3K -500 -25%
ATC
1724
Adirondack Trust Company
New York
$256K +$30.1K +169 +13%
TNBTD
1725
Trustmark National Bank Trust Department
Mississippi
$256K