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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 %
HR
1801
Howe & Rusling
New York
$229K +$229K +1,255 New
PWM
1802
Provident Wealth Management
Tennessee
$229K
BPFA
1803
Barnes Pettey Financial Advisors
Mississippi
$228K -$14.6K -80 -6%
BRA
1804
Biechele Royce Advisors
Indiana
$228K -$9.33K -51 -4%
AWM
1805
Altus Wealth Management
Kentucky
$228K -$50.2K -275 -18%
RFP
1806
Root Financial Partners
California
$227K +$227K +1,243 New
AWM
1807
AllSquare Wealth Management
New York
$226K
KFC
1808
Klingenstein Fields & Co
New York
$226K -$22.5K -123 -9%
AFAS
1809
Acorn Financial Advisory Services
Virginia
$226K +$1.64K +9 +0.7%
UBV
1810
United Bank (Virginia)
Virginia
$225K -$4.93K -27 -2%
FDCP
1811
Foster Dykema Cabot & Partners
Massachusetts
$225K -$3.49K -19 -2%
AWM
1812
Abound Wealth Management
Tennessee
$225K -$25.9K -142 -10%
ZIG
1813
Zullo Investment Group
Pennsylvania
$224K
FTC
1814
Farmers Trust Company
Ohio
$223K
TW
1815
Transform Wealth
Colorado
$223K
VC
1816
Veery Capital
Delaware
$223K
ACM
1817
Accent Capital Management
Ohio
$223K +$92.7K +508 +71%
KPWG
1818
KFA Private Wealth Group
Virginia
$222K
NCM
1819
Next Capital Management
New York
$222K -$315K -1,727 -59%
CSA
1820
Cottage Street Advisors
Massachusetts
$222K
AWM
1821
Accurate Wealth Management
Florida
$221K -$30.1K -160 -12%
IP
1822
Isthmus Partners
Wisconsin
$221K
WF
1823
Wayfinding Financial
Washington
$221K -$1.28K -7 -0.6%
CAG
1824
Compass Advisory Group
New York
$221K
POIA
1825
Pin Oak Investment Advisors
Texas
$220K