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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 %
TF
1901
Tompkins Financial
New York
$68.2K -$30K -176 -31%
FFO
1902
Fortitude Family Office
Arizona
$66.8K +$66.8K +392 New
GGI
1903
Godsey & Gibb Inc
Virginia
$64.1K -$33.9K -199 -35%
CTA
1904
Colonial Trust Advisors
South Carolina
$63.7K +$12.6K +74 +25%
PCA
1905
Providence Capital Advisors
North Carolina
$60.7K +$18.6K +109 +44%
CFFP
1906
Center for Financial Planning
Michigan
$58.8K -$4.77K -28 -8%
MCM
1907
MidAtlantic Capital Management
Virginia
$57.1K +$57.1K +335 New
FWM
1908
FSA Wealth Management
Massachusetts
$57K +$57K +337 New
CT
1909
Colonial Trust
South Carolina
$55K
EAM
1910
Eukles Asset Management
Ohio
$53.5K
SWA
1911
SOA Wealth Advisors
New York
$53.3K +$48.2K +283 +943%
WAS
1912
Winch Advisory Services
Wisconsin
$51.9K +$512 +3 +1%
VF
1913
VitalStone Financial
Texas
$51K
PSB
1914
Piscataqua Savings Bank
New Hampshire
$50.4K
MHR
1915
Matthew Hamilton Rosenberg
$50.3K +$512 +3 +1%
APW
1916
Atlantic Private Wealth
North Carolina
$50.3K +$512 +3 +1%
CSWM
1917
Cassady Schiller Wealth Management
Ohio
$49.2K
HCM
1918
Horrell Capital Management
Arkansas
$47K -$1.2K -7 -2%
FBC
1919
Fairfield, Bush & Co
Connecticut
$45.4K +$45.4K +266 New
CPG
1920
Cornerstone Planning Group
New Jersey
$43.3K -$3.58K -21 -8%
Russell Investments Group
1921
Russell Investments Group
United Kingdom
$42.6K
DWA
1922
Dougherty Wealth Advisers
Minnesota
$42.6K
LPP
1923
Life Planning Partners
Florida
$42.3K +$42.3K +248 New
CH
1924
Canton Hathaway
Rhode Island
$42K
VWM
1925
Valley Wealth Managers
New Jersey
$41.7K -$103K -605 -71%