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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 %
PGAM
1876
Princeton Global Asset Management
New Jersey
$190K -$10K -55 -5%
NFSG
1877
Newbridge Financial Services Group
Florida
$189K -$9.86K -54 -5%
AAG
1878
Accordant Advisory Group
Maryland
$185K
FFC
1879
First Financial Corp
Indiana
$183K
PA
1880
PSI Advisors
Florida
$178K +$10.4K +57 +6%
HCP
1881
Hexagon Capital Partners
Arkansas
$175K -$11.3K -62 -6%
Toronto Dominion Bank
1882
Toronto Dominion Bank
Ontario, Canada
$173K -$10.4M -57,023 -98%
CWM
1883
Cedar Wealth Management
California
$171K -$1.1K -6 -0.6%
CB
1884
CNB Bank
Pennsylvania
$168K
GJIA
1885
Glass Jacobson Investment Advisors
Maryland
$166K -$10.6K -58 -6%
RBC
1886
Roble Belko & Company
Pennsylvania
$161K
TAM
1887
Tucker Asset Management
Colorado
$158K -$51.5K -282 -25%
GGI
1888
Godsey & Gibb Inc
Virginia
$158K
SIC
1889
SJS Investment Consulting
Ohio
$158K
CB
1890
Centennial Bank
Arkansas
$157K
BWL
1891
Bogart Wealth LLC
Virginia
$153K -$2.37K -13 -2%
MM
1892
Main Management
California
$152K
PO
1893
Private Ocean
California
$149K
PCWA
1894
Pacific Capital Wealth Advisors
California
$149K +$3.65K +20 +3%
SWM
1895
Sanctuary Wealth Management
Idaho
$138K
HT
1896
Headlands Technologies
Illinois
$137K +$137K +751 New
SR
1897
Syntax Research
Florida
$136K
CFFP
1898
Center for Financial Planning
Michigan
$136K +$72.7K +398 +115%
BFP
1899
Briaud Financial Planning
Texas
$135K
PCMC
1900
Planning Capital Management Corporation
Pennsylvania
$133K +$133K +731 New