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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 %
CCA
1926
Criterion Capital Advisors
Tennessee
$91.3K
BLC
1927
Brown, Lisle/Cummings
Rhode Island
$90.4K
CYG
1928
Clean Yield Group
Vermont
$88.7K +$88.7K +486 New
CT
1929
Colonial Trust
South Carolina
$83.6K +$24.6K +135 +42%
WAM
1930
WFA Asset Management
Wisconsin
$83K
RFG
1931
REAP Financial Group
Texas
$81.4K
A
1932
Allianz
Germany
$80.5K
CTA
1933
Colonial Trust Advisors
South Carolina
$77.8K
SWA
1934
SOA Wealth Advisors
New York
$76.3K +$19.2K +105 +34%
SCA
1935
Stuart Chaussee & Associates
California
$74.8K
JWM
1936
Janiczek Wealth Management
Colorado
$74.7K
MRCM
1937
M&R Capital Management
New Jersey
$71.6K
FFO
1938
Fortitude Family Office
Arizona
$71.6K
WAS
1939
Winch Advisory Services
Wisconsin
$65K
RFA
1940
Register Financial Advisors
Georgia
$64.7K
FCMT
1941
Founders Capital Management (Texas)
Texas
$63.9K -$54.8K -300 -46%
CP
1942
Castleview Partners
Texas
$62.4K +$62.4K +342 New
Allspring Global Investments
1943
Allspring Global Investments
North Carolina
$61.3K +$28.1K +154 +85%
MCM
1944
MidAtlantic Capital Management
Virginia
$61.2K
EAM
1945
Eukles Asset Management
Ohio
$57.3K
HWP
1946
Highline Wealth Partners
California
$57.2K
GI
1947
Gradient Investments
Minnesota
$54.8K +$5.84K +32 +12%
TWP
1948
Triad Wealth Partners
Kansas
$54.6K +$54.6K +299 New
APW
1949
Atlantic Private Wealth
North Carolina
$54.2K
JFG
1950
JDM Financial Group
Texas
$53.5K +$23.5K +129 +79%