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Vanguard Dividend Appreciation ETF

2,291 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.91B 40,376 +2,195 +6%
Bank of America
2
Bank of America
North Carolina
$4.85B 24,743,391 +3,605,152 +17%
Morgan Stanley
3
Morgan Stanley
New York
$2.43B 12,423,454 +278,700 +2%
Wells Fargo
4
Wells Fargo
California
$2.06B 10,520,396 +832,983 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.9B 9,709,264 +301,772 +3%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.34B 6,864,832 +41,628 +0.6%
UBS Group
7
UBS Group
Switzerland
$1.28B 6,559,440 +173,419 +3%
LPL Financial
8
LPL Financial
California
$1.18B 6,016,294 +207,484 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$1.02B 5,229,633 +5,229,633 New
HWM
10
HB Wealth Management
Georgia
$943M 4,868,929 +82,030 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$726M 3,706,186 +410,597 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$724M 3,697,234 +3,717 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$563M 2,877,375 +67,574 +2%
Ameriprise
14
Ameriprise
Minnesota
$474M 2,417,737 +42,539 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$446M 2,275,966 +60,106 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$430M 2,194,048 -17,090 -0.8%
S
17
SignatureFD
Georgia
$373M 1,906,227 -6,822 -0.4%
Prudential Financial
18
Prudential Financial
New Jersey
$314M 1,604,684 +1,584,428 +7,822%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$295M 1,506,358 +4,952 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$284M 1,452,513 -244,554 -14%
Osaic Holdings
21
Osaic Holdings
Arizona
$280M 1,431,034 -82,186 -5%
Mariner
22
Mariner
Kansas
$280M 1,429,938 +150,062 +12%
MWM
23
Modera Wealth Management
New Jersey
$273M 1,391,934 +18,290 +1%
TPI
24
Trust Point Inc
Wisconsin
$258M 1,318,508 +55,792 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$245M 1,252,651 +317,280 +34%