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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 %
AA
2001
AlphaMark Advisors
Kentucky
$9K
CA
2002
Centerpoint Advisors
Massachusetts
$9K
CBT
2003
Central Bank & Trust
Kentucky
$8.58K +$8.58K +47 New
AGWCA
2004
Annis Gardner Whiting Capital Advisors
Florida
$8.4K +$8.4K +46 New
VF
2005
VitalStone Financial
Texas
$8K -$44.2K -254 -85%
CAM
2006
Clarity Asset Management
Iowa
$7.4K -$5.96K -33 -45%
HWM
2007
HighMark Wealth Management
Minnesota
$7.19K
SRCM
2008
Signature Resources Capital Management
California
$6.82K
PS
2009
PayPay Securities
Japan
$6.57K -$730 -4 -10%
PFBT
2010
Parkside Financial Bank & Trust
Missouri
$6.57K -$730 -4 -10%
MBFW
2011
Morton Brown Family Wealth
Pennsylvania
$6.21K -$9.31K -51 -60%
CAM
2012
Costello Asset Management
Pennsylvania
$6.21K
GIM
2013
Gold Investment Management
Alberta, Canada
$6.03K
KA
2014
Kozak & Associates
Colorado
$5.59K
B
2015
Birchbrook
Maine
$5.48K -$16.6K -91 -75%
TFM
2016
TFC Financial Management
Massachusetts
$5.48K
FPF
2017
First Pacific Financial
Washington
$4.4K
HB
2018
Horizon Bancorp
Indiana
$3K
IPW
2019
Impact Partnership Wealth
Georgia
$2.92K -$15.5K -85 -84%
AWM
2020
Activest Wealth Management
Florida
$2.62K
BMC
2021
Bear Mountain Capital
Washington
$2.43K -$1.91K -11 -44%
EA
2022
Evolution Advisers
Virginia
$2K
TC
2023
Truvestments Capital
Florida
$1.83K
OLVIG
2024
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83K
LFA
2025
LGT Financial Advisors
Texas
$1.83K +$183 +1 +11%