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Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
251
Carnegie Investment Counsel
Ohio
$9.68M -$130K -964 -1%
EVM
252
Eaton Vance Management
Massachusetts
$9.67M +$23K +170 +0.2%
PWW
253
Pettyjohn Wood & White
Virginia
$9.57M +$41.6K +308 +0.4%
IWP
254
IAG Wealth Partners
Wisconsin
$9.51M -$49.7K -368 -0.5%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$9.48M -$1.26M -9,294 -12%
LIM
256
Leavell Investment Management
Alabama
$9.4M +$930K +6,883 +11%
OHIS
257
Oak Harvest Investment Services
Texas
$9.38M +$994K +7,356 +12%
VVP
258
Venture Visionary Partners
Ohio
$9.35M +$5.68K +42 +0.1%
SWP
259
Stratos Wealth Partners
Ohio
$9.31M -$1.04M -7,683 -10%
RIL
260
Rothschild Investment LLC
Illinois
$9.26M +$17.6K +130 +0.2%
CWM
261
Cornerstone Wealth Management
Missouri
$9.26M -$218K -1,615 -2%
CCB
262
Country Club Bank
Missouri
$9.25M +$28K +204 +0.3%
Cerity Partners
263
Cerity Partners
New York
$9.24M +$2.03K +15 +0%
DA
264
Detalus Advisors
Missouri
$9.2M -$7.62M -56,388 -45%
RC
265
RegentAtlantic Capital
New Jersey
$9.17M +$4.58M +33,875 +100%
SWM
266
Segment Wealth Management
Texas
$9.07M +$28.2K +209 +0.3%
WFA
267
West Financial Advisors
Iowa
$9.06M -$94.6K -700 -1%
CW
268
CreativeOne Wealth
Kansas
$8.88M -$455K -3,366 -5%
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$8.75M -$144K -1,065 -2%
RBC
270
Romano Brothers & Co
Illinois
$8.71M +$8.71M +64,456 New
AO
271
Advisor OS
Illinois
$8.62M +$5.37M +39,732 +166%
OPCM
272
Osborne Partners Capital Management
California
$8.59M -$179K -1,326 -2%
MWA
273
Meridian Wealth Advisors
Texas
$8.56M +$67.2K +497 +0.8%
HWA
274
Heritage Wealth Advisors
Virginia
$8.55M -$440K -3,257 -5%
MCM
275
Mendel Capital Management
Arkansas
$8.51M +$463K +3,425 +6%