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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 %
OAJ
326
Ogorek Anthony Joseph
New York
$7.14M -$557K -3,883 -7%
CAL
327
Capital Analysts LLC
Pennsylvania
$7.12M -$8.46K -59 -0.1%
EC
328
Estate Counselors
Wisconsin
$7.1M +$6.54M +45,585 +1,158%
SC
329
SouthState Corp
Florida
$7.1M +$189K +1,320 +3%
1WA
330
180 Wealth Advisors
Washington
$7.06M +$10.4K +72 +0.1%
FPCG
331
Forum Private Client Group
Indiana
$6.98M +$1.32M +9,178 +23%
MCM
332
Monument Capital Management
Virginia
$6.97M -$11.6M -80,981 -62%
WCG
333
Weaver Consulting Group
California
$6.97M +$39.7K +277 +0.6%
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$6.92M +$4.46M +31,106 +182%
JWCA
335
J.W. Cole Advisors
Florida
$6.92M -$818K -5,702 -11%
CA
336
Clearstead Advisors
Ohio
$6.9M +$1.43M +9,982 +26%
SWA
337
Safir Wealth Advisors
New Hampshire
$6.88M -$87.1K -607 -1%
IA
338
IFG Advisory
Georgia
$6.86M -$328K -2,285 -5%
DCM
339
Donaldson Capital Management
Indiana
$6.85M +$371K +2,588 +6%
KCPG
340
Kavar Capital Partners Group
Kansas
$6.85M -$342K -2,385 -5%
WT
341
Washington Trust
Rhode Island
$6.85M -$24.1K -168 -0.4%
JMFC
342
J.M. Forbes & Co
Massachusetts
$6.82M +$5.74K +40 +0.1%
CIA
343
Compass Ion Advisors
Pennsylvania
$6.81M +$542K +3,779 +9%
CCG
344
Chatham Capital Group
Georgia
$6.8M -$85.2K -594 -1%
BFM
345
Boston Financial Management
Massachusetts
$6.76M +$554K +3,862 +9%
FBB
346
Fulton Breakefield Broenniman
Maryland
$6.69M +$295K +2,053 +5%
SFP
347
Sandbox Financial Partners
Maryland
$6.68M -$92.1K -642 -1%
NSIM
348
North Star Investment Management
Illinois
$6.68M +$353K +2,458 +6%
GVAG
349
Great Valley Advisor Group
Delaware
$6.67M +$887K +6,185 +15%
NPI
350
New Perspectives Inc
Mississippi
$6.66M +$279K +1,944 +4%