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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 %
CAM
2026
Costello Asset Management
Pennsylvania
$6.21K
GIM
2027
Gold Investment Management
Alberta, Canada
$6.02K
KA
2028
Kozak & Associates
Colorado
$5.61K +$181 +1 +3%
TFM
2029
TFC Financial Management
Massachusetts
$5.48K
B
2030
Birchbrook
Maine
$5.48K
BTC
2031
Bank & Trust Company
Illinois
$5.48K +$5.48K +30 New
OLVIG
2032
Oliver Lagore Vanvalin Investment Group
Michigan
$4.56K +$2.74K +15 +150%
FPF
2033
First Pacific Financial
Washington
$4.4K
RS
2034
Rakuten Securities
Japan
$4.38K -$20.4K -112 -82%
OP
2035
ORG Partners
Indiana
$2.73K +$2.73K +15 New
BMC
2036
Bear Mountain Capital
Washington
$2.62K
AWM
2037
Activest Wealth Management
Florida
$2.62K
ARC
2038
Advisor Resource Council
Texas
$1.9K -$114 -624 -6%
PS
2039
PayPay Securities
Japan
$1.83K -$4.75K -26 -72%
LFA
2040
LGT Financial Advisors
Texas
$1.83K
HFA
2041
Hershey Financial Advisers
Pennsylvania
$1.64K +$1.64K +9 New
EA
2042
Evolution Advisers
Virginia
$1K
SFCL
2043
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +4 New
GC
2044
Gould Capital
Washington
$913 +$913 +5 New
PWM
2045
Perigon Wealth Management
California
-$11.4M -62,364 Closed
GAA
2046
Global Assets Advisory
Florida
-$273K -49,558 Closed
HIC
2047
Hartline Investment Corp
Illinois
-$8.06M -44,133 Closed
GIS
2048
Grayhawk Investment Strategies
Alberta, Canada
-$7.69M -42,121 Closed
CBFP
2049
Cedar Brook Financial Partners
Ohio
-$7.63M -41,783 Closed
NL
2050
NWAM LLC
Washington
-$6.76M -37,616 Closed