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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 %
SIC
1851
SJS Investment Consulting
Ohio
$148K +$14.3K +84 +11%
CB
1852
Centennial Bank
Arkansas
$147K
MM
1853
Main Management
California
$142K
MFT
1854
Moisand Fitzgerald Tamayo
Florida
$136K -$3.07K -18 -2%
AT
1855
Avalon Trust
New Mexico
$136K -$10.7K -63 -7%
TAM
1856
Tucker Asset Management
Colorado
$134K +$341 +2 +0.3%
CW
1857
Cooksen Wealth
Texas
$131K +$131K +771 New
T
1858
Tidemark
California
$129K +$129K +758 New
SWM
1859
Sanctuary Wealth Management
Idaho
$128K
PCWA
1860
Pacific Capital Wealth Advisors
California
$127K +$127K +746 New
SR
1861
Syntax Research
Florida
$126K +$1.36K +8 +1%
IFAM
1862
Institutional & Family Asset Management
Colorado
$124K +$8.35K +49 +7%
SAS
1863
Stelac Advisory Services
New York
$120K -$1.99M -11,707 -94%
MLA
1864
MB, Levis & Associates
Pennsylvania
$118K +$1.19K +7 +1%
VC
1865
Vestor Capital
Illinois
$117K -$118K -694 -50%
GWMIA
1866
Global Wealth Management Investment Advisory
Florida
$116K
AssetMark Inc
1867
AssetMark Inc
California
$111K -$267K -1,567 -71%
FCMT
1868
Founders Capital Management (Texas)
Texas
$111K
MRCM
1869
M&R Capital Management
New Jersey
$110K +$341 +2 +0.3%
GI
1870
Gradient Investments
Minnesota
$108K -$37.3K -219 -26%
WCM
1871
Winthrop Capital Management
Indiana
$106K +$106K +624 New
NFSG
1872
Newbridge Financial Services Group
Florida
$105K +$34.8K +204 +50%
NOI
1873
Newton One Investments
Delaware
$104K +$1.02K +6 +1%
PPC
1874
Park Place Capital
Alabama
$102K
BAM
1875
Bellevue Asset Management
Washington
$102K