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Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
AE Wealth Management
Kansas
$13.2M -$2.86M -18,849 -18%
CA
227
Cetera Advisors
Colorado
$13M +$1.14M +7,513 +10%
GC
228
Gibson Capital
Pennsylvania
$12.9M -$737K -4,855 -5%
CW
229
CreativeOne Wealth
Kansas
$12.9M +$2.91M +19,166 +29%
CRC
230
Curi RMB Capital
Illinois
$12.8M -$25.1K -165 -0.2%
BFG
231
Beacon Financial Group
Texas
$12.8M -$158K -1,042 -1%
ARIS
232
Advanced Research Investment Solutions
California
$12.8M +$4.86M +31,973 +61%
LSAG
233
Lake Street Advisors Group
New Hampshire
$12.7M +$12.7M +83,853 New
IAN
234
Integrated Advisors Network
Texas
$12.7M -$226K -1,490 -2%
CAM
235
Cozad Asset Management
Illinois
$12.6M +$407K +2,678 +3%
ABC
236
Associated Banc-Corp
Wisconsin
$12.5M +$4.69M +30,873 +60%
JWCA
237
J.W. Cole Advisors
Florida
$12.4M +$5.03M +33,103 +68%
SMC
238
Smith, Moore & Co
Missouri
$12.4M +$1.28M +8,445 +12%
AMG
239
Asset Management Group
Connecticut
$12.3M +$73K +481 +0.6%
FC
240
Family CFO
California
$12.3M +$491K +3,234 +4%
AA
241
Addison Advisors
Vermont
$12.3M -$518K -3,408 -4%
FFN
242
Focus Financial Network
Minnesota
$12.3M +$196K +1,289 +2%
CWAG
243
Compton Wealth Advisory Group
Virginia
$12.3M +$119K +784 +1%
FFWA
244
FRG Family Wealth Advisors
Washington
$12.2M -$301K -1,983 -2%
WI
245
Wintrust Investments
Illinois
$12.1M +$105K +693 +0.9%
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$12.1M +$455K +2,998 +4%
BMCM
247
Bryn Mawr Capital Management
Pennsylvania
$12M -$118K -778 -1%
BFAG
248
Blackston Financial Advisory Group
Florida
$11.9M -$486K -3,202 -4%
WT
249
Whittier Trust
California
$11.9M +$3.49K +23 +0%
UCFA
250
United Capital Financial Advisors
Texas
$11.8M -$634K -4,174 -5%