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Vanguard Dividend Appreciation ETF

2,291 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2026
Cura Wealth Advisors
Illinois
$232K +$232K +1,184 New
BL
2027
Balentine LLC
Georgia
$232K
NC
2028
Napatree Capital
Rhode Island
$231K +$231K +1,180 New
FPGT
2029
Financial Partners Group (Tennessee)
Tennessee
$231K
TNA
2030
True North Advisors
Texas
$230K
WF
2031
WoodTrust Financial
Wisconsin
$230K -$78.4K -400 -25%
VIP
2032
Vista Investment Partners
Oklahoma
$230K +$196 +1 +0.1%
SWM
2033
SK Wealth Management
Rhode Island
$229K
KWMG
2034
King Wealth Management Group
Florida
$229K +$229K +1,168 New
LJAC
2035
L.J. Altfest & Co
New York
$229K +$1.76K +9 +0.8%
VW
2036
Vance Wealth
California
$229K
MCM
2037
Marathon Capital Management
Maryland
$229K
NLP
2038
Next Level Private
New York
$228K +$1.57K +8 +0.7%
LOPW
2039
Live Oak Private Wealth
North Carolina
$228K +$9.8K +50 +4%
PEA
2040
Park Edge Advisors
Ohio
$227K +$1.18K +6 +0.5%
WIM
2041
Waverton Investment Management
United Kingdom
$227K
AFA
2042
Alpha Financial Advisors
North Carolina
$227K
AWM
2043
Able Wealth Management
New Jersey
$226K -$33.9K -173 -13%
EWM
2044
Elevatus Welath Management
New York
$226K +$392 +2 +0.2%
PWPS
2045
Pinnacle Wealth Planning Services
Ohio
$226K +$226K +1,152 New
NRG
2046
Nemes Rush Group
Michigan
$225K +$18.4K +94 +9%
AA
2047
AF Advisors
California
$225K
B
2048
BetterWealth
California
$225K
FFA
2049
Fortune Financial Advisors
Kansas
$225K +$225K +1,148 New
KPWG
2050
KFA Private Wealth Group
Virginia
$225K -$1.18K -6 -0.5%