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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 %
VW
1851
Vance Wealth
California
$209K
VFG
1852
V2 Financial group
Illinois
$207K
B
1853
BetterWealth
California
$207K
AW
1854
Apricus Wealth
South Carolina
$207K -$84.9K -465 -29%
VIP
1855
Vista Investment Partners
Oklahoma
$206K +$3.83K +21 +2%
GIA
1856
Guyasuta Investment Advisors
Pennsylvania
$206K
AFS
1857
Annapolis Financial Services
Maryland
$205K
Fayez Sarofim & Co
1858
Fayez Sarofim & Co
Texas
$205K +$205K +1,122 New
CIP
1859
Capital Insight Partners
Arizona
$204K +$204K +1,119 New
FIM
1860
Fernwood Investment Management
Massachusetts
$204K +$24.1K +132 +13%
WFS
1861
Weitzel Financial Services
Iowa
$204K +$546 +3 +0.3%
LOPW
1862
Live Oak Private Wealth
North Carolina
$204K
DCM
1863
Davis Capital Management
Florida
$203K +$113K +619 +125%
WC
1864
Waterloo Capital
Texas
$203K +$203K +1,112 New
GFA
1865
Gallagher Fiduciary Advisors
Illinois
$202K -$30.9K -169 -13%
OC
1866
Oakworth Capital
Alabama
$202K +$15.5K +85 +8%
MSR
1867
Main Street Research
Connecticut
$202K
PP
1868
Pacifica Partners
Canada
$201K -$37.6K -205 -16%
PIN
1869
Prudent Investors Network
California
$201K -$7.3K -40 -4%
LC
1870
Landaas & Company
Wisconsin
$201K -$78K -427 -28%
TPWA
1871
Twin Peaks Wealth Advisors
California
$201K +$201K +1,100 New
SFWC
1872
Strategic Family Wealth Counselors
New Jersey
$201K -$46.4K -254 -19%
FCM
1873
Fortis Capital Management
Washington
$201K -$36.5K -200 -15%
KPP
1874
Kings Path Partners
Texas
$199K +$199K +1,090 New
NRG
1875
Nemes Rush Group
Michigan
$193K