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Vanguard Dividend Appreciation ETF

2,042 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, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
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
690
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 %
SAS
1901
Stelac Advisory Services
New York
$130K
AT
1902
Avalon Trust
New Mexico
$128K
MLA
1903
MB, Levis & Associates
Pennsylvania
$127K
MFT
1904
Moisand Fitzgerald Tamayo
Florida
$126K -$20.1K -110 -14%
VC
1905
Vestor Capital
Illinois
$126K
KWAG
1906
Kiely Wealth Advisory Group
North Carolina
$125K
IFAM
1907
Institutional & Family Asset Management
Colorado
$124K
LIA
1908
Lynx Investment Advisory
District of Columbia
$122K +$122K +666 New
NOI
1909
Newton One Investments
Delaware
$112K
CFB
1910
Cullen/Frost Bankers
Texas
$112K -$123K -674 -52%
TSMHT
1911
Thurston Springer Miller Herd & Titak
Indiana
$111K +$111K +605 New
PPC
1912
Park Place Capital
Alabama
$110K
BAM
1913
Bellevue Asset Management
Washington
$110K
GA
1914
GoalVest Advisory
New York
$109K
NBT
1915
Northwest Bank & Trust
Iowa
$105K
T
1916
Tidemark
California
$104K -$34.3K -188 -25%
TF
1917
Tompkins Financial
New York
$104K +$30.7K +168 +42%
CT
1918
Clearstead Trust
Maine
$100K
TFA
1919
Toth Financial Advisory
Virginia
$99.9K
IRC
1920
Investors Research Corp
Georgia
$99.3K +$99.3K +544 New
FW
1921
Fairway Wealth
Ohio
$98.6K +$98.6K +540 New
EWM
1922
Evermay Wealth Management
Virginia
$97.6K
HH
1923
HWG Holdings
Texas
$96.8K +$96.8K +530 New
AWM
1924
Avondale Wealth Management
Texas
$94.4K
TLCM
1925
Twin Lakes Capital Management
California
$93.3K