Vanguard Dividend Appreciation ETF
2,030 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 786 increasing their positions, 758 reducing their positions, and 94 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
1% less capital invested
Capital invested by funds: $34.8B → $34.5B (-$289M)
3.13% less ownership
Funds ownership: 46.97% → 43.83% (-3.1%)
4% less funds holding in top 10
Funds holding in top 10: 256 → 245 (-11)
Holders
2,030
Holding in Top 10
245
Calls
$125M
Puts
$50.6M
Top Buyers
1 | +$239M | |
2 | +$124M | |
3 | +$112M | |
4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.2M |
5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$72.7M |
Top Sellers
1 | -$2.1B | |
2 | -$914M | |
3 | -$99.4M | |
4 |
Charles Schwab
San Francisco,
California
|
-$96.9M |
5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$40.9M |