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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 %
KPWS
301
Kestra Private Wealth Services
Texas
$7.56M +$1.97M +14,586 +35%
ACI
302
Alpha Cubed Investments
California
$7.56M -$299K -2,215 -4%
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$7.56M -$150K -1,111 -2%
PA
304
Parallel Advisors
California
$7.5M +$28.9K +214 +0.4%
SCA
305
Stokes Capital Advisors
South Carolina
$7.47M +$470K +3,476 +7%
SFS
306
Security Financial Services
Indiana
$7.38M +$87.5K +647 +1%
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$7.35M +$43.5K +322 +0.6%
PCIA
308
Prime Capital Investment Advisors
Kansas
$7.34M +$465K +3,441 +7%
CCG
309
Chatham Capital Group
Georgia
$7.25M +$845K +6,255 +13%
WA1
310
Wimmer Associates 1
California
$7.22M +$374K +2,514 +5%
WPWM
311
Windward Private Wealth Management
Kansas
$7.22M +$127K +937 +2%
CIA
312
Compass Ion Advisors
Pennsylvania
$7.18M +$762K +5,641 +12%
SFM
313
Signet Financial Management
New Jersey
$7.07M -$98.8K -731 -1%
ARIS
314
Advanced Research Investment Solutions
California
$7.06M -$93.1K -689 -1%
WIC
315
Woodmont Investment Counsel
Tennessee
$7M +$24.3K +180 +0.3%
ABC
316
Associated Banc-Corp
Wisconsin
$6.98M +$125K +928 +2%
HWA
317
HHM Wealth Advisors
Tennessee
$6.97M +$89.6K +663 +1%
MMA
318
Miracle Mile Advisors
California
$6.95M +$197K +1,455 +3%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$6.94M -$4.5M -33,301 -39%
LNB
320
Ledyard National Bank
$6.93M -$280K -2,072 -4%
KL
321
KilterHowling LLC
Colorado
$6.86M -$81.9K -606 -1%
SFA
322
Souders Financial Advisors
Ohio
$6.82M +$22.4K +166 +0.3%
OC
323
Oppenheimer & Co
New York
$6.75M -$157K -1,160 -2%
HH
324
Hilltop Holdings
Texas
$6.74M +$4.59M +33,931 +213%
OAJ
325
Ogorek Anthony Joseph
New York
$6.7M -$31.9K -236 -0.5%