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Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
276
Osborne Partners Capital Management
California
$9.31M -$1.21M -8,444 -12%
MWA
277
Meridian Wealth Advisors
Texas
$9.01M -$636K -4,432 -7%
LIM
278
Leavell Investment Management
Alabama
$8.99M -$59K -411 -0.7%
CFA
279
Capstone Financial Advisors
Illinois
$8.96M -$589K -4,106 -6%
OHIS
280
Oak Harvest Investment Services
Texas
$8.9M +$1.37M +9,580 +18%
ICMP
281
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.83M -$199K -1,390 -2%
EFS
282
Essex Financial Services
Connecticut
$8.82M -$240K -1,675 -3%
HSG
283
Helen Stephens Group
Texas
$8.82M +$76.9K +536 +0.9%
E
284
Ergoteles
New York
$8.82M +$6.76M +47,142 +330%
SMC
285
Smith, Moore & Co
Missouri
$8.6M +$1.64M +11,426 +24%
MCM
286
Mendel Capital Management
Arkansas
$8.54M -$13.5K -94 -0.2%
HNWAG
287
High Net Worth Advisory Group
Florida
$8.45M +$509K +3,547 +6%
DWP
288
Destiny Wealth Partners
Florida
$8.43M -$179K -1,250 -2%
ACI
289
Alpha Cubed Investments
California
$8.34M -$4.02K -28 -0%
BIAS
290
Beacon Investment Advisory Services
New Jersey
$8.27M +$7.4M +51,550 +848%
WP
291
Wealthspan Partners
Iowa
$8.25M -$412K -2,870 -5%
TCA
292
Transcend Capital Advisors
New Jersey
$8.2M +$994K +6,929 +14%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$8.19M -$66.1K -461 -0.8%
SVWAG
294
Sound View Wealth Advisors Group
Georgia
$8.18M -$43.2K -301 -0.5%
SWA
295
Stratos Wealth Advisors
Ohio
$8.18M +$90.5K +631 +1%
WA
296
Wealth Advisors
California
$8.17M +$213K +1,484 +3%
MWP
297
MYCIO Wealth Partners
Pennsylvania
$8.09M +$267K +1,860 +3%
GJIC
298
Gamble Jones Investment Counsel
California
$8.06M +$149K +1,038 +2%
SW
299
SVB Wealth
Massachusetts
$8.04M -$552K -3,849 -6%
PA
300
Parallel Advisors
California
$7.93M +$118K +825 +2%