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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$725K +4,773 +7%
CWA
252
Clarity Wealth Advisors
California
$11.7M -$37.2K -245 -0.3%
LIM
253
Leavell Investment Management
Alabama
$11.7M +$1.18M +7,743 +11%
CA
254
Clearstead Advisors
Ohio
$11.6M +$2.11M +13,882 +22%
PIN
255
Prudent Investors Network
California
$11.4M +$11.4M +75,339 New
KWM
256
Kingsview Wealth Management
Oregon
$11.4M +$486K +3,202 +4%
SWA
257
Strategies Wealth Advisors
Michigan
$11.3M +$11.3M +74,362 New
AC
258
Apella Capital
Connecticut
$11.3M -$266K -1,751 -2%
OHIS
259
Oak Harvest Investment Services
Texas
$11.2M +$714K +4,705 +7%
MWA
260
Motive Wealth Advisors
Michigan
$11.2M +$61.8K +407 +0.6%
KDA
261
Kraft Davis & Associates
Missouri
$11.1M +$11.1M +71,224 New
PAG
262
Private Advisor Group
New Jersey
$11.1M +$246K +10,822 +2%
RIA
263
Regal Investment Advisors
Michigan
$11.1M -$171K -1,124 -2%
JPG
264
Jordan Park Group
California
$11.1M +$5.66M +37,300 +105%
BC
265
Brio Consultants
California
$11.1M -$932K -6,140 -8%
IWP
266
IAG Wealth Partners
Wisconsin
$10.9M +$262K +1,725 +2%
PCMN
267
Paradigm Capital Management (Nevada)
Nevada
$10.9M -$19.4K -128 -0.2%
PWW
268
Pettyjohn Wood & White
Virginia
$10.8M +$40.5K +267 +0.4%
FCFS
269
First Command Financial Services
Texas
$10.8M +$5.21M +34,319 +94%
FCB
270
First Command Bank
Texas
$10.8M +$5.21M +34,319 +94%
DIM
271
Delta Investment Management
California
$10.8M +$10.8M +70,847 New
IA
272
IFP Advisors
Florida
$10.7M -$50.3K -489 -0.5%
ACM
273
Allred Capital Management
Texas
$10.7M -$663K -4,368 -6%
MCC
274
Money Concepts Capital
Florida
$10.7M +$3.63M +23,900 +51%
HAFS
275
Hapanowicz & Associates Financial Services
Pennsylvania
$10.7M +$10.7M +70,220 New