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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 %
AWM
1776
Able Wealth Management
New Jersey
$242K
CRI
1777
Colonial River Investments
Virginia
$242K
CFS
1778
Commonwealth Financial Services
West Virginia
$241K +$184 +1 +0.1%
CIA
1779
Caerus Investment Advisors
Texas
$241K
DWMS
1780
Dominguez Wealth Management Solutions
Virginia
$241K
ISB
1781
Iowa State Bank
Iowa
$240K
SGI
1782
Summit Global Investments
Utah
$240K +$17.9K +98 +8%
SFB
1783
STAR Financial Bank
Indiana
$239K -$7.85K -43 -3%
WWM
1784
Wolff Wiese Magana
California
$238K
SC
1785
Schubert & Co
Texas
$238K
AC
1786
Abbrea Capital
California
$237K -$101K -549 -30%
CWP
1787
Concord Wealth Partners
Virginia
$236K
GCM
1788
G2 Capital Management
Ohio
$236K
WW
1789
Waterfront Wealth
Kansas
$235K -$11.3K -62 -5%
RMC
1790
Resources Management Corp
Connecticut
$235K
EAM
1791
Empirical Asset Management
Massachusetts
$235K +$235K +6,508 New
TCM
1792
Traynor Capital Management
Pennsylvania
$233K -$110K -603 -32%
SOS
1793
Silver Oak Securities
Tennessee
$233K +$3.1K +17 +1%
FWM
1794
ForthRight Wealth Management
Georgia
$233K -$22.1K -121 -9%
OCM
1795
One Capital Management
California
$233K +$233K +1,275 New
PSA
1796
Plum Street Advisors
Louisiana
$233K +$27K +148 +13%
GF
1797
Gries Financial
Ohio
$232K -$71.4K -391 -23%
W
1798
WPWealth
Texas
$232K -$94.3K -517 -29%
BZWA
1799
Blue Zone Wealth Advisors
California
$231K +$231K +1,266 New
AF
1800
Aviso Financial
Ontario, Canada
$229K +$229K +1,257 New