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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 %
WAM
1876
WFA Asset Management
Wisconsin
$102K +$1.02K +6 +1%
GA
1877
GoalVest Advisory
New York
$102K
Group One Trading
1878
Group One Trading
Illinois
$97.1K +$97.1K +570 New
SNB
1879
Security National Bank
Nebraska
$96.4K +$96.4K +566 New
TRCT
1880
Tower Research Capital (TRC)
New York
$95.9K +$84.7K +497 +753%
MA
1881
MCF Advisors
Kentucky
$93.9K -$12.8K -75 -12%
CT
1882
Clearstead Trust
Maine
$93.6K
TFA
1883
Toth Financial Advisory
Virginia
$93.2K +$9.71K +57 +12%
HH
1884
HWG Holdings
Texas
$91.5K -$4.77K -28 -5%
EWM
1885
Evermay Wealth Management
Virginia
$91K
DCM
1886
Davis Capital Management
Florida
$88.9K +$88.9K +522 New
HF
1887
Halpern Financial
Virginia
$88.5K +$13.3K +79 +18%
CIR
1888
Clear Investment Research
Georgia
$88.4K +$88.4K +518 New
AWM
1889
Avondale Wealth Management
Texas
$88.2K
TLCM
1890
Twin Lakes Capital Management
California
$86.9K +$170 +1 +0.2%
CCA
1891
Criterion Capital Advisors
Tennessee
$85.2K +$85.2K +500 New
BLC
1892
Brown, Lisle/Cummings
Rhode Island
$84.3K
CCM
1893
Chilton Capital Management
Texas
$82.1K +$82.1K +482 New
4FG
1894
4Thought Financial Group
New York
$81.8K +$81.8K +480 New
RFG
1895
REAP Financial Group
Texas
$80.1K +$80.1K +470 New
PWMG
1896
Private Wealth Management Group
New Jersey
$78.2K +$78.2K +459 New
MAWCM
1897
Mine & Arao Wealth Creation & Management
California
$74.3K
CWA
1898
Carolina Wealth Advisors
South Carolina
$72.4K +$11.1K +65 +18%
SCA
1899
Stuart Chaussee & Associates
California
$69.9K
NCM
1900
Northwest Capital Management
Oregon
$69.9K