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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
251
Prudential Financial
New Jersey
$12.6M -$15.1M -93,248 -55%
MG
252
Mather Group
Illinois
$12.3M +$11.6M +71,469 +1,636%
CWA
253
CM Wealth Advisors
Ohio
$12.2M -$8.61M -51,826 -41%
GC
254
Garde Capital
Washington
$12.1M +$11.9M +73,100 +4,793%
RIA
255
Regal Investment Advisors
Michigan
$12M -$239K -1,470 -2%
RIL
256
Rothschild Investment LLC
Illinois
$11.9M +$337K +2,073 +3%
SCA
257
Stokes Capital Advisors
South Carolina
$11.8M +$2.87M +17,647 +32%
ABC
258
Associated Banc-Corp
Wisconsin
$11.7M +$126K +777 +1%
SWA
259
Strategies Wealth Advisors
Michigan
$11.7M -$693K -4,266 -6%
CMP
260
Coston McIsaac & Partners
Maine
$11.6M +$238K +1,463 +2%
PWW
261
Pettyjohn Wood & White
Virginia
$11.6M +$61.6K +379 +0.5%
AGC
262
Aspen Grove Capital
Colorado
$11.5M +$3.05M +18,697 +36%
WT
263
Whittier Trust
California
$11.5M -$1.12M -6,918 -9%
AC
264
Apella Capital
Connecticut
$11.4M +$11.4M +70,434 New
KDA
265
Kraft Davis & Associates
Missouri
$11.4M +$11.4M +69,766 New
SWP
266
Stratos Wealth Partners
Ohio
$11.4M +$852K +5,243 +8%
Millennium Management
267
Millennium Management
New York
$11.4M +$6.13M +37,739 +117%
HAFS
268
Hapanowicz & Associates Financial Services
Pennsylvania
$11.4M -$244K -1,505 -2%
JPG
269
Jordan Park Group
California
$11.3M +$3.71M +22,860 +49%
ARIS
270
Advanced Research Investment Solutions
California
$11.1M -$1.15M -7,064 -9%
KPWS
271
Kestra Private Wealth Services
Texas
$11.1M +$6.01K +37 +0.1%
BFAG
272
Blackston Financial Advisory Group
Florida
$11M -$328K -2,018 -3%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$10.9M +$10.6M +65,393 +3,577%
ECM
274
Evergreen Capital Management
Washington
$10.9M -$94.5K -580 -0.9%
IA
275
IFP Advisors
Florida
$10.8M +$564K +3,470 +5%