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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 %
Belvedere Trading
1701
Belvedere Trading
Illinois
$285K -$172K -940 -38%
BHWM
1702
Bay Harbor Wealth Management
Maryland
$285K
PFA
1703
Petra Financial Advisors
Colorado
$285K
FF
1704
Francis Financial
$284K
HFA
1705
High Falls Advisors
New York
$284K +$284K +1,555 New
NWA
1706
New World Advisors
Massachusetts
$283K
HC
1707
Hamilton Capital
Ohio
$282K +$40.2K +220 +17%
CC
1708
Courier Capital
New York
$282K
IFPG
1709
Intrepid Financial Planning Group
Indiana
$281K -$57.5K -315 -17%
BWP
1710
Bernardo Wealth Planning
Pennsylvania
$280K +$64.4K +353 +30%
KWM
1711
Keebeck Wealth Management
Illinois
$280K
FFA
1712
First Foundation Advisors
California
$279K
CJ
1713
Caitlin John
Michigan
$278K -$3.1K -17 -1%
CST
1714
Charles Schwab Trust
Nevada
$278K +$19.9K +109 +8%
FCM
1715
Fourpath Capital Management
Oklahoma
$277K -$2.56K -14 -0.9%
GAM
1716
Gould Asset Management
California
$276K
BP
1717
BBR Partners
New York
$274K -$637K -3,492 -70%
OFG
1718
Omega Financial Group
California
$274K
TNBTD
1719
Trustmark National Bank Trust Department
Mississippi
$274K
HCMG
1720
Howard Capital Management Group
California
$273K
OAS
1721
Optivise Advisory Services
Tennessee
$273K +$273K +1,493 New
CCA
1722
Clearwater Capital Advisors
Illinois
$272K +$272K +1,490 New
ATC
1723
Adirondack Trust Company
New York
$272K +$7.67K +42 +3%
CNBT
1724
Canandaigua National Bank & Trust
New York
$270K +$270K +1,479 New
CG
1725
CFO4Life Group
Texas
$269K +$35.8K +196 +15%