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Vanguard Dividend Appreciation ETF

2,010 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+196
Holders Change %
+10.8%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
274
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 %
SWP
1776
Semus Wealth Partners
Florida
$226K -$36.1K -212 -14%
CIA
1777
Caerus Investment Advisors
Texas
$225K -$7.33K -43 -3%
HCM
1778
Hilton Capital Management
New York
$225K
DWMS
1779
Dominguez Wealth Management Solutions
Virginia
$224K +$1.02K +6 +0.5%
WWM
1780
Wiser Wealth Management
Georgia
$224K +$3.54K +21 +2%
ISB
1781
Iowa State Bank
Iowa
$224K
TI
1782
Truepoint Inc
Ohio
$224K
CFS
1783
Commonwealth Financial Services
West Virginia
$223K -$27.1K -159 -11%
AWM
1784
Abound Wealth Management
Tennessee
$223K -$9.71K -57 -4%
WWM
1785
Wolff Wiese Magana
California
$222K
SC
1786
Schubert & Co
Texas
$222K -$76.7K -450 -26%
NPA
1787
Nichols & Pratt Advisers
Massachusetts
$222K
FCM
1788
Fortis Capital Management
Washington
$221K +$170 +1 +0.1%
CRI
1789
Colonial River Investments
Virginia
$220K -$33.2K -195 -13%
GWS
1790
Glassman Wealth Services
Virginia
$220K
WFS
1791
Weitzel Financial Services
Iowa
$220K +$220K +1,292 New
CFB
1792
Cullen/Frost Bankers
Texas
$220K -$67.6K -397 -24%
RMC
1793
Resources Management Corp
Connecticut
$219K
HC
1794
Hamilton Capital
Ohio
$219K -$12.9K -76 -6%
GFA
1795
Gallagher Fiduciary Advisors
Illinois
$218K +$218K +1,278 New
SAS
1796
SMI Advisory Services
Indiana
$218K
CG
1797
CFO4Life Group
Texas
$218K +$218K +1,276 New
ACP
1798
Aveo Capital Partners
Colorado
$217K +$217K +1,274 New
RWS
1799
Resolute Wealth Strategies
Mississippi
$217K +$217K +1,272 New
UBV
1800
United Bank (Virginia)
Virginia
$215K +$215K +1,262 New