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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 %
SWC
1951
Spectrum Wealth Counsel
Indiana
$52.5K -$2.01K -11 -4%
SVCP
1952
Silicon Valley Capital Partners
California
$52.1K
HCM
1953
Horrell Capital Management
Arkansas
$50K
DP
1954
Denver PWM
Colorado
$48.6K +$48.6K +266 New
VAG
1955
VisionPoint Advisory Group
Texas
$48.4K +$7.3K +40 +18%
ANBT
1956
American National Bank & Trust
Texas
$48.2K +$28.7K +157 +147%
CAC
1957
Core Alternative Capital
Georgia
$47.6K
DWA
1958
Dougherty Wealth Advisers
Minnesota
$45.6K
SN
1959
Sittner & Nelson
Oregon
$45.6K
VWM
1960
Valley Wealth Managers
New Jersey
$44.7K
DWM
1961
Dogwood Wealth Management
Kansas
$44.4K
CSWM
1962
Cassady Schiller Wealth Management
Ohio
$43.6K
HWM
1963
Horizons Wealth Management
North Carolina
$41.6K
PWMG
1964
Private Wealth Management Group
New Jersey
$39.1K
BAM
1965
Byrne Asset Management
New Jersey
$38.4K
BHWM
1966
Beaird Harris Wealth Management
Texas
$38.2K
CIAS
1967
CBIZ Investment Advisory Services
Ohio
$38K
GTAM
1968
Global Trust Asset Management
Florida
$36.7K
CMA
1969
Cedar Mountain Advisors
Oregon
$36.1K
NECFA
1970
New England Capital Financial Advisors
Connecticut
$35.1K
OWA
1971
Opal Wealth Advisors
New York
$33.8K
HWM
1972
HighMark Wealth Management
Minnesota
$33.7K +$26.5K +145 +372%
PCA
1973
Providence Capital Advisors
North Carolina
$33K +$33K +181 New
BSB
1974
Bangor Savings Bank
Maine
$32.9K +$4.2K +23 +15%
FIA
1975
FPC Investment Advisory
California
$32.7K