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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 %
RWMG
1826
Redwood Wealth Management Group
New Jersey
$220K +$220K +1,204 New
FCG
1827
Financial Connections Group
California
$218K +$218K +1,197 New
FSWA
1828
Financial Synergies Wealth Advisors
Texas
$218K
TWM
1829
Triton Wealth Management
Arizona
$218K +$942 +5 +0.4%
SAM
1830
Selway Asset Management
$217K
FFG
1831
Fortem Financial Group
California
$217K +$217K +1,189 New
WBC
1832
West Branch Capital
Massachusetts
$216K
RWS
1833
Resolute Wealth Strategies
Mississippi
$216K
FPGT
1834
Financial Partners Group (Tennessee)
Tennessee
$215K
TNA
1835
True North Advisors
Texas
$215K
ACP
1836
Aveo Capital Partners
Colorado
$214K -$334K -1,832 -61%
HW
1837
Hancock Whitney
Mississippi
$214K +$214K +1,170 New
OWP
1838
Obermeyer Wealth Partners
Colorado
$214K
TSWM
1839
Tyler-Stone Wealth Management
Ohio
$213K
WIM
1840
Waverton Investment Management
United Kingdom
$212K +$3.29K +18 +2%
WKSWA
1841
White Knight Strategic Wealth Advisors
New Jersey
$212K -$1.28K -7 -0.6%
AFA
1842
Alpha Financial Advisors
North Carolina
$212K
SFG
1843
Sather Financial Group
Texas
$211K
NLP
1844
Next Level Private
New York
$211K
OWM
1845
Orgel Wealth Management
Wisconsin
$210K -$74.8K -410 -26%
PEA
1846
Park Edge Advisors
Ohio
$210K -$16.4K -90 -7%
AA
1847
AF Advisors
California
$210K
EWM
1848
Elevatus Welath Management
New York
$210K +$210K +1,150 New
TCM
1849
Triumph Capital Management
Colorado
$209K -$38.7K -211 -16%
TLFA
1850
True Link Financial Advisors
California
$209K -$40.9K -224 -16%