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Vanguard Dividend Appreciation ETF

2,088 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.2%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
2051
MFA Wealth Advisors
Pennsylvania
$17.8K +$17.8K +90 New
AWM
2052
Activest Wealth Management
Florida
$17.7K +$14.9K +75 +536%
CCC
2053
Chelsea Counsel Company
California
$17.5K
CPBTD
2054
Central Pacific Bank - Trust Division
Hawaii
$16.2K
SRCM
2055
Signature Resources Capital Management
California
$16K
FUBT
2056
First United Bank & Trust
Maryland
$15.8K -$396 -2 -2%
PFBT
2057
Parkside Financial Bank & Trust
Missouri
$15.8K +$8.72K +44 +122%
HFS
2058
Horizon Financial Services
North Carolina
$15.4K -$2.58K -13 -14%
BONH
2059
Bank of New Hampshire
New Hampshire
$12.5K
GWM
2060
Guardian Wealth Management
Illinois
$11.9K
RS
2061
Rakuten Securities
Japan
$11.1K +$6.34K +32 +133%
CA
2062
Centerpoint Advisors
Massachusetts
$10K
AGWCA
2063
Annis Gardner Whiting Capital Advisors
Florida
$9.15K
VF
2064
VitalStone Financial
Texas
$9.11K
SNB
2065
Security National Bank
Nebraska
$8.72K
LIS
2066
Legacy Investment Solutions
Idaho
$8.27K +$8.27K +41 New
LWMI
2067
Legacy Wealth Management (Idaho)
Idaho
$8.27K +$8.27K +41 New
CAM
2068
Clarity Asset Management
Iowa
$8.06K
DAM
2069
Delta Asset Management
Tennessee
$7.72K -$1.98K -10 -20%
AFWM
2070
Abich Financial Wealth Management
Virginia
$7.33K
MSWM
2071
Mowery & Schoenfeld Wealth Management
Illinois
$7.13K +$7.13K +36 New
AA
2072
AlphaMark Advisors
Kentucky
$7K -$3K -15 -30%
CAM
2073
Costello Asset Management
Pennsylvania
$6.73K
WOC
2074
West Oak Capital
California
$6.44K
KA
2075
Kozak & Associates
Colorado
$6.18K