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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 %
CH
2101
Canton Hathaway
Rhode Island
-$42K -249 Closed
LPP
2102
Life Planning Partners
Florida
-$42.3K -248 Closed
TFG
2103
Team Financial Group
California
-$33K -194 Closed
DCM
2104
Davidson Capital Management
Texas
-$30.7K -180 Closed
EDRH
2105
Edmond de Rothschild Holding
Switzerland
-$20.4K -120 Closed
SA
2106
Scarborough Advisors
Maryland
-$20.3K -119 Closed
BCM
2107
Bourgeon Capital Management
Connecticut
-$20.1K -118 Closed
TC
2108
Tacita Capital
Ontario, Canada
-$19.4K -114 Closed
TCPG
2109
Trivant Custom Portfolio Group
California
-$17.7K -105 Closed
Nomura Asset Management
2110
Nomura Asset Management
Japan
-$17K -100 Closed
GG
2111
Greenwood Gearhart
Arkansas
-$14.5K -85 Closed
ODG
2112
O'Dell Group
Ohio
-$14.5K -85 Closed
IHWM
2113
Iron Horse Wealth Management
Iowa
-$10.7K -63 Closed
RL
2114
Rogco LP
Oklahoma
-$8.52K -50 Closed
OP
2115
ORG Partners
Indiana
-$5.11K -30 Closed
LFA
2116
Level Financial Advisors
New York
-$3.92K -23 Closed
PCM
2117
Perritt Capital Management
Illinois
-$2.4K -14 Closed
SC
2118
Sawyer & Company
Massachusetts
-$2K -12 Closed
FA
2119
Financial Avengers
California
-$1.19K -7 Closed
RAM
2120
Riggs Asset Management
Pennsylvania
-$852 -5 Closed
RWM
2121
Ruedi Wealth Management
Illinois
-$170 -1 Closed