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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 %
PP
1801
Pacifica Partners
Canada
$215K -$825 -5 -0.4%
AWA
1802
Archvest Wealth Advisors
California
$214K -$169K -989 -44%
CSA
1803
Cottage Street Advisors
Massachusetts
$214K +$214K +1,259 New
MMPW
1804
Mitchell McLeod Pugh & Williams
Alabama
$213K +$213K +1,252 New
CCM
1805
Condor Capital Management
New Jersey
$213K +$213K +1,251 New
MS
1806
Madden Securities
Texas
$213K +$213K +1,251 New
PWM
1807
Provident Wealth Management
Tennessee
$213K +$213K +1,249 New
CAG
1808
Compass Advisory Group
New York
$212K -$117K -684 -35%
EWP
1809
Elevation Wealth Partners
California
$212K
RCG
1810
Resource Consulting Group
Florida
$212K +$212K +1,242 New
AWM
1811
AllSquare Wealth Management
New York
$211K -$15.8K -93 -7%
SIS
1812
Sound Income Strategies
Florida
$211K +$97.1K +570 +85%
WW
1813
Waterfront Wealth
Kansas
$211K +$211K +1,237 New
TPW
1814
TL Private Wealth
Texas
$210K +$210K +1,233 New
PGF
1815
Plan Group Financial
Oklahoma
$209K +$209K +1,228 New
ZIG
1816
Zullo Investment Group
Pennsylvania
$209K +$209K +1,225 New
FTC
1817
Farmers Trust Company
Ohio
$209K -$47K -276 -18%
TSS
1818
Two Sigma Securities
New York
$208K +$208K +1,222 New
VC
1819
Veery Capital
Delaware
$208K +$208K +1,222 New
ACM
1820
Accent Capital Management
Ohio
$208K +$208K +1,220 New
MCM
1821
Marathon Capital Management
Maryland
$208K +$208K +1,219 New
TW
1822
Transform Wealth
Colorado
$207K -$28.1K -165 -12%
KPWG
1823
KFA Private Wealth Group
Virginia
$207K +$207K +1,215 New
IP
1824
Isthmus Partners
Wisconsin
$206K +$206K +1,211 New
FCG
1825
Financial Connections Group
California
$206K +$206K +1,212 New