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Vanguard Dividend Appreciation ETF

2,026 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 755 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.37%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
1951
VisionPoint Advisory Group
Texas
$41.1K -$183 -1 -0.4%
PWMG
1952
Private Wealth Management Group
New Jersey
$39.1K -$44.7K -245 -53%
BHWM
1953
Beaird Harris Wealth Management
Texas
$38.2K
BAM
1954
Byrne Asset Management
New Jersey
$38.2K
CIAS
1955
CBIZ Investment Advisory Services
Ohio
$38K +$38K +208 New
HWM
1956
Horizons Wealth Management
North Carolina
$37.8K
GTAM
1957
Global Trust Asset Management
Florida
$36.7K
CMA
1958
Cedar Mountain Advisors
Oregon
$36.2K
NECFA
1959
New England Capital Financial Advisors
Connecticut
$35.1K +$7.12K +39 +25%
OWA
1960
Opal Wealth Advisors
New York
$33.8K +$33.8K +185 New
Allspring Global Investments
1961
Allspring Global Investments
North Carolina
$33.2K
ME
1962
McIlrath & Eck
Washington
$32.5K
TIM
1963
Thompson Investment Management
Wisconsin
$32K
FIA
1964
FPC Investment Advisory
California
$30.4K +$30.4K +172 New
JFG
1965
JDM Financial Group
Texas
$29.9K
RCM
1966
Rain Capital Management
Oregon
$29.5K +$182 +1 +0.6%
ACM
1967
Anfield Capital Management
California
$29.2K +$29.2K +160 New
RCM
1968
Raleigh Capital Management
North Carolina
$28.8K +$24.4K +134 +558%
BSB
1969
Bangor Savings Bank
Maine
$28.7K
W
1970
WealthCollab
Washington
$27K
PSB
1971
Piscataqua Savings Bank
New Hampshire
$27K -$27K -148 -50%
TWD
1972
True Wealth Design
Ohio
$26.8K
EBA
1973
Eagle Bay Advisors
New York
$25.6K +$25.6K +140 New
YDMI
1974
Y.D. More Investments
Israel
$24.8K
RS
1975
Rakuten Securities
Japan
$24.8K +$24.8K +136 New