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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 %
CAM
1976
Clarity Asset Management
Iowa
$12.6K +$12.6K +74 New
IHWM
1977
Iron Horse Wealth Management
Iowa
$10.7K
HGA
1978
Hobbs Group Advisors
South Carolina
$10.5K +$10.5K +62 New
GWM
1979
Guardian Wealth Management
Illinois
$10.1K +$168 +1 +2%
BONH
1980
Bank of New Hampshire
New Hampshire
$9.54K
AA
1981
AlphaMark Advisors
Kentucky
$9K -$2.7K -15 -23%
CA
1982
Centerpoint Advisors
Massachusetts
$9K
LWA
1983
Lowe Wealth Advisors
Maryland
$8.86K
RL
1984
Rogco LP
Oklahoma
$8.52K
SAM
1985
Smartleaf Asset Management
Massachusetts
$8.36K +$8.36K +49 New
PS
1986
PayPay Securities
Japan
$6.89K -$344 -2 -5%
PFBT
1987
Parkside Financial Bank & Trust
Missouri
$6.82K +$1.02K +6 +18%
SRCM
1988
Signature Resources Capital Management
California
$6.82K +$6.82K +40 New
HWM
1989
HighMark Wealth Management
Minnesota
$6.68K +$6.68K +39 New
CAM
1990
Costello Asset Management
Pennsylvania
$5.79K
GIM
1991
Gold Investment Management
Alberta, Canada
$5.62K +$5.62K +33 New
KA
1992
Kozak & Associates
Colorado
$5.15K
TFM
1993
TFC Financial Management
Massachusetts
$5.11K
OP
1994
ORG Partners
Indiana
$5.11K +$2.56K +15 +100%
BMC
1995
Bear Mountain Capital
Washington
$4.24K +$4.24K +25 New
FPF
1996
First Pacific Financial
Washington
$4.09K +$4.09K +24 New
RCM
1997
Raleigh Capital Management
North Carolina
$4.09K +$4.09K +24 New
LFA
1998
Level Financial Advisors
New York
$3.92K
AWM
1999
Activest Wealth Management
Florida
$2.43K
PCM
2000
Perritt Capital Management
Illinois
$2.4K