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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 %
GCM
1726
G2 Capital Management
Ohio
$252K +$252K +1,481 New
SFG
1727
Sather Financial Group
Texas
$252K +$252K +1,476 New
BAM
1728
Bosun Asset Management
Illinois
$250K
RI
1729
Rinkey Investments
California
$250K +$28.6K +168 +13%
TH
1730
Team Hewins
California
$250K +$250K +1,468 New
CW
1731
Connectus Wealth
Ohio
$249K +$9.2K +54 +4%
ST
1732
Sentinel Trust
Texas
$248K
CWP
1733
Cyndeo Wealth Partners
Florida
$248K -$4.6K -27 -2%
CCA
1734
Clarity Capital Advisors
Florida
$248K +$248K +1,453 New
TCB
1735
Texas Capital Bancshares
Texas
$248K
LWM
1736
Lodestone Wealth Management
Washington
$247K +$247K +1,451 New
GIA
1737
GHP Investment Advisors
Colorado
$247K
HI
1738
Hendershot Investments
Virginia
$247K -$17K -100 -6%
CWM
1739
Curi Wealth Management
North Carolina
$246K +$246K +1,446 New
RIS
1740
Retirement Income Solutions
Michigan
$246K
TSWM
1741
Tyler-Stone Wealth Management
Ohio
$243K -$9.88K -58 -4%
PPW
1742
Presilium Private Wealth
Pennsylvania
$243K
FAT
1743
First American Trust
California
$242K +$21.6K +127 +10%
WCM
1744
Windsor Capital Management
Arizona
$242K
MCM
1745
MV Capital Management
Maryland
$241K
PEA
1746
Park Edge Advisors
Ohio
$241K -$112K -659 -32%
CCA
1747
Checchi Capital Advisers
California
$240K
GHA
1748
Granite Harbor Advisors
Texas
$240K +$240K +1,407 New
HS
1749
Horan Securities
United States
$239K +$239K +1,403 New
DA
1750
Dash Acquisitions
California
$239K