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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 %
DWM
1926
Dogwood Wealth Management
Kansas
$41.4K +$41.4K +243 New
SVCP
1927
Silicon Valley Capital Partners
California
$41.3K +$341 +2 +0.8%
SN
1928
Sittner & Nelson
Oregon
$39.9K
VAG
1929
VisionPoint Advisory Group
Texas
$38.4K +$38.4K +226 New
HWM
1930
Horizons Wealth Management
North Carolina
$37.8K
BHWM
1931
Beaird Harris Wealth Management
Texas
$35.6K
BAM
1932
Byrne Asset Management
New Jersey
$35.6K
JWM
1933
Janiczek Wealth Management
Colorado
$35K
GTAM
1934
Global Trust Asset Management
Florida
$34.3K
CMA
1935
Cedar Mountain Advisors
Oregon
$33.7K
TFG
1936
Team Financial Group
California
$33K +$341 +2 +1%
PWMG
1937
Provence Wealth Management Group
California
$31.7K
Allspring Global Investments
1938
Allspring Global Investments
North Carolina
$31K +$31K +182 New
DCM
1939
Davidson Capital Management
Texas
$30.7K +$30.7K +180 New
ME
1940
McIlrath & Eck
Washington
$30.3K -$7.16K -42 -19%
TIM
1941
Thompson Investment Management
Wisconsin
$29.8K
AFS
1942
Annapolis Financial Services
Maryland
$28.7K +$4.27K +25 +17%
JFG
1943
JDM Financial Group
Texas
$27.9K
RCM
1944
Rain Capital Management
Oregon
$27.4K +$341 +2 +1%
BSB
1945
Bangor Savings Bank
Maine
$26.8K +$170 +1 +0.6%
NECFA
1946
New England Capital Financial Advisors
Connecticut
$26.1K +$8.02K +47 +44%
W
1947
WealthCollab
Washington
$25.2K +$25.2K +148 New
TWD
1948
True Wealth Design
Ohio
$25K
YDMI
1949
Y.D. More Investments
Israel
$23.2K
B
1950
Birchbrook
Maine
$20.6K +$20.6K +121 New