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
29.46%
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
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$3.96B |
| 2 |
2
Bank of America
Charlotte,
North Carolina
|
$4.51B |
| 3 |
3
JPMorgan Chase & Co
New York
|
$489M |
| 4 |
4
Wealthfront Advisers
Palo Alto,
California
|
$1.12B |
| 5 |
5
Vanguard Group
Malvern,
Pennsylvania
|
$1.39B |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IRAG
2051
Investment Research & Advisory Group
Atlanta,
Georgia
| – | -$12.4K | -80 | Closed |
|
|
WWP
2052
WR Wealth Planners
Columbia,
Missouri
| – | -$10.7K | -69 | Closed |
|
|
PAG
2053
Paladin Advisory Group
Clive,
Iowa
| – | -$9.49K | -61 | Closed |
|
|
LAS
2054
LWM Advisory Services
Plantation,
Florida
| – | -$9.36K | -60 | Closed |
|
2055
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$311 | -2 | Closed |
|