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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 %
BAM
1726
Bosun Asset Management
Illinois
$268K
SPW
1727
Sonoma Private Wealth
California
$268K +$268K +1,470 New
RCM
1728
Regency Capital Management
Hawaii
$267K +$267K +1,464 New
DA
1729
Dash Acquisitions
California
$267K -$2.85K -15 -1%
FA
1730
Faithward Advisors
Pennsylvania
$266K -$5.29K -29 -2%
ST
1731
Sentinel Trust
Texas
$266K
CCA
1732
Clarity Capital Advisors
Florida
$265K
TCB
1733
Texas Capital Bancshares
Texas
$265K
GIA
1734
GHP Investment Advisors
Colorado
$265K
HI
1735
Hendershot Investments
Virginia
$265K
TI
1736
tru Independence
Oregon
$264K -$42.9K -235 -14%
RIS
1737
Retirement Income Solutions
Michigan
$264K
CWA
1738
Clearview Wealth Advisors
Oregon
$262K -$11K -60 -4%
MF
1739
Montis Financial
Massachusetts
$261K -$347K -1,900 -57%
FAT
1740
First American Trust
California
$260K
WCM
1741
Windsor Capital Management
Arizona
$259K
LWM
1742
Lodestone Wealth Management
Washington
$259K
MCM
1743
MV Capital Management
Maryland
$258K
TFP
1744
Tilia Fiduciary Partners
North Carolina
$258K -$1.83K -10 -0.7%
GHA
1745
Granite Harbor Advisors
Texas
$258K
HTHT
1746
Hemenway Trust Hemenway Trust
New Hampshire
$257K -$1.83K -10 -0.7%
CCA
1747
Checchi Capital Advisers
California
$257K
MWM
1748
Maripau Wealth Management
Indiana
$257K -$4.04K -22 -2%
WFP
1749
Wrenne Financial Planning
Kentucky
$256K +$256K +1,405 New
MSG
1750
Main Street Group
Virginia
$256K +$182 +1 +0.1%