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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 %
OFS
1751
Oldfather Financial Services
Nebraska
$256K
WA
1752
WP Advisors
California
$255K
GG
1753
Gleason Group
Kentucky
$255K
GF
1754
GGM Financials
Ohio
$255K +$255K +1,396 New
MCP
1755
Mirador Capital Partners
California
$255K -$44.9K -246 -15%
AIA
1756
Alternative Investment Advisors
Florida
$254K
SIA
1757
Spectrum Investment Advisors
Wisconsin
$254K
EWP
1758
Elevation Wealth Partners
California
$253K
SHWM
1759
Smith & Howard Wealth Management
Georgia
$252K
CWP
1760
Cyndeo Wealth Partners
Florida
$252K -$9.49K -52 -4%
SAM
1761
Strategy Asset Managers
California
$252K +$252K +1,551 New
AFG
1762
AFS Financial Group
Maryland
$251K -$143K -783 -36%
JEST
1763
JTC Employer Solutions Trustee
Jersey
$251K
BGAI
1764
Bruce G. Allen Investments
Colorado
$250K
BFG
1765
Baron Financial Group
New Jersey
$250K
OPA
1766
Old Port Advisors
Maine
$249K -$91.3K -500 -27%
WCM
1767
Whitener Capital Management
North Carolina
$249K
IBOK
1768
Independence Bank of Kentucky
Kentucky
$249K
SL
1769
Salomon & Ludwin
Virginia
$247K -$435K -2,382 -64%
VST
1770
Van Strum & Towne
California
$246K
MS
1771
Madden Securities
Texas
$245K +$16.8K +92 +7%
AP
1772
Adero Partners
California
$245K -$184K -1,009 -43%
SAS
1773
SMI Advisory Services
Indiana
$244K +$244K +1,329 New
SWMP
1774
Signature Wealth Management Partners
New Jersey
$244K +$244K +1,336 New
PCA
1775
Peddock Capital Advisors
Massachusetts
$244K