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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 %
EDRH
1951
Edmond de Rothschild Holding
Switzerland
$20.4K +$20.4K +120 New
SA
1952
Scarborough Advisors
Maryland
$20.3K +$20.3K +119 New
BCM
1953
Bourgeon Capital Management
Connecticut
$20.1K
TC
1954
Tacita Capital
Ontario, Canada
$19.4K +$19.4K +114 New
AP
1955
Atwood & Palmer
Missouri
$19.3K
HWP
1956
Highline Wealth Partners
California
$19.2K +$3.57K +21 +23%
MIA
1957
Milestone Investment Advisors
Wisconsin
$19.1K
WTA
1958
Washington Trust Advisors
Massachusetts
$18.4K
ANBT
1959
American National Bank & Trust
Texas
$18.2K
CWM
1960
CarsonAllaria Wealth Management
Illinois
$17.7K +$171 +1 +1%
TCPG
1961
Trivant Custom Portfolio Group
California
$17.7K +$338 +2 +2%
UCB
1962
United Community Bank
South Carolina
$17.6K
IPW
1963
Impact Partnership Wealth
Georgia
$17.2K -$172K -1,011 -91%
Nomura Asset Management
1964
Nomura Asset Management
Japan
$17K -$1.23M -7,200 -99%
HFM
1965
Hartford Financial Management
Connecticut
$17K
SC
1966
Steph & Co
Wisconsin
$17K
DPW
1967
DiNuzzo Private Wealth
Pennsylvania
$17K +$17K +100 New
AW
1968
Avion Wealth
Texas
$17K
DAM
1969
Delta Asset Management
Tennessee
$16K -$1.7K -10 -10%
WAG
1970
Wiser Advisor Group
Arizona
$15.5K +$15.5K +91 New
S
1971
Syntrinsic
Colorado
$14.8K
ODG
1972
O'Dell Group
Ohio
$14.5K +$14.5K +85 New
GG
1973
Greenwood Gearhart
Arkansas
$14.5K +$14.5K +85 New
MBFW
1974
Morton Brown Family Wealth
Pennsylvania
$14.4K +$8.49K +50 +143%
KFS
1975
Kelly Financial Services
Massachusetts
$13.6K -$1.19K -7 -8%