Vanguard Dividend Appreciation ETF
2,092 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 846 increasing their positions, 757 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
7% more funds holding in top 10
Funds holding in top 10: 229 → 244 (+15)
2% more funds holding
Funds holding: 2,046 → 2,092 (+46)
1.45% less ownership
Funds ownership: 45.84% → 44.39% (-1.4%)
Holders
2,092
Holding in Top 10
244
Calls
$110M
Puts
$76.9M
Top Buyers
| 1 | +$237M | |
| 2 | +$96M | |
| 3 | +$82.6M | |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$64.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$62.4M |
Top Sellers
| 1 | -$1.73B | |
| 2 | -$115M | |
| 3 | -$103M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$98M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$84.1M |