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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 %
ME
1976
McIlrath & Eck
Washington
$32.5K
TIM
1977
Thompson Investment Management
Wisconsin
$31.9K
CPG
1978
Cornerstone Planning Group
New Jersey
$29.4K +$6.14K +34 +26%
RCM
1979
Rain Capital Management
Oregon
$29.3K
HF
1980
Halpern Financial
Virginia
$29.2K -$54.9K -301 -65%
ACM
1981
Anfield Capital Management
California
$29.2K
RCM
1982
Raleigh Capital Management
North Carolina
$28.8K
W
1983
WealthCollab
Washington
$27K
PSB
1984
Piscataqua Savings Bank
New Hampshire
$27K
EBA
1985
Eagle Bay Advisors
New York
$25.7K
1IA
1986
1620 Investment Advisors
Massachusetts
$25.6K +$25.6K +140 New
YDMI
1987
Y.D. More Investments
Israel
$24.8K
TFF
1988
The Family Firm
Maryland
$24.8K +$24.8K +136 New
TRCT
1989
Tower Research Capital (TRC)
New York
$24.3K +$24.3K +133 New
TWD
1990
True Wealth Design
Ohio
$22.3K -$4.56K -25 -17%
VWA
1991
Valued Wealth Advisors
Utah
$21.2K
MHR
1992
Matthew Hamilton Rosenberg
$21K -$2.56K -14 -11%
AP
1993
Atwood & Palmer
Missouri
$20.6K
MIA
1994
Milestone Investment Advisors
Wisconsin
$20.4K
WTA
1995
Washington Trust Advisors
Massachusetts
$19.7K
CWM
1996
CarsonAllaria Wealth Management
Illinois
$19.1K
UCB
1997
United Community Bank
South Carolina
$18.8K
HGA
1998
Hobbs Group Advisors
South Carolina
$18.6K +$18.6K +102 New
CTB
1999
Country Trust Bank
Illinois
$18.5K +$18.2K +100 +5,000%
SC
2000
Steph & Co
Wisconsin
$18.3K