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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 %
CAL
326
Capital Analysts LLC
Pennsylvania
$6.68M -$34.5K -255 -0.5%
CPWA
327
Cerro Pacific Wealth Advisors
California
$6.62M -$139K -1,031 -2%
WT
328
Washington Trust
Rhode Island
$6.61M +$158K +1,166 +2%
MWP
329
MYCIO Wealth Partners
Pennsylvania
$6.59M -$1.04M -7,660 -14%
FBB
330
Fulton Breakefield Broenniman
Maryland
$6.59M +$289K +2,140 +5%
PWM
331
Prentice Wealth Management
New York
$6.58M +$6.58M +48,683 New
JWCA
332
J.W. Cole Advisors
Florida
$6.57M +$50.7K +375 +0.8%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$6.54M +$20.5K +152 +0.3%
1WA
334
180 Wealth Advisors
Washington
$6.53M -$58K -429 -0.9%
BFM
335
Boston Financial Management
Massachusetts
$6.51M +$141K +1,045 +2%
FP
336
Financial Perspectives
Minnesota
$6.49M +$575K +4,251 +10%
SWA
337
Safir Wealth Advisors
New Hampshire
$6.46M -$16.2K -120 -0.3%
FPCG
338
Forum Private Client Group
Indiana
$6.45M -$124K -920 -2%
SC
339
SouthState Corp
Florida
$6.44M -$246K -1,817 -4%
VWM
340
Vigilare Wealth Management
Arizona
$6.44M -$864K -6,394 -12%
T
341
TCWP
Ohio
$6.43M +$5.71M +42,224 +788%
IA
342
IFG Advisory
Georgia
$6.42M -$46.8K -346 -0.7%
NSIM
343
North Star Investment Management
Illinois
$6.39M +$96.1K +711 +2%
GIS
344
Grayhawk Investment Strategies
Alberta, Canada
$6.37M -$905K -6,700 -12%
UB
345
UMB Bank
Missouri
$6.36M +$1.82M +13,500 +40%
NPI
346
New Perspectives Inc
Mississippi
$6.33M +$48.3K +357 +0.8%
KCPG
347
Kavar Capital Partners Group
Kansas
$6.3M -$150K -1,111 -2%
AIC
348
Archer Investment Corporation
Indiana
$6.3M +$280K +2,070 +5%
MCC
349
Money Concepts Capital
Florida
$6.29M +$126K +932 +2%
SFP
350
Sandbox Financial Partners
Maryland
$6.28M -$15.7K -116 -0.2%