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Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
326
Robertson Stephens Wealth Management
California
$7.99M -$3.15M -20,769 -28%
CIA
327
Compass Ion Advisors
Pennsylvania
$7.91M -$153K -1,009 -2%
SFA
328
Souders Financial Advisors
Ohio
$7.89M +$233K +1,534 +3%
AGC
329
Aspen Grove Capital
Colorado
$7.84M +$7.84M +51,638 New
VWM
330
Vigilare Wealth Management
Arizona
$7.82M +$591K +3,889 +8%
WIC
331
Woodmont Investment Counsel
Tennessee
$7.77M -$92.6K -610 -1%
WA1
332
Wimmer Associates 1
California
$7.72M +$343K +2,260 +5%
CPWA
333
Cerro Pacific Wealth Advisors
California
$7.71M +$272K +1,794 +4%
SFM
334
Signet Financial Management
New Jersey
$7.67M -$271K -1,786 -3%
KL
335
KilterHowling LLC
Colorado
$7.66M -$44.9K -296 -0.6%
LNB
336
Ledyard National Bank
$7.65M -$137K -901 -2%
OC
337
Oppenheimer & Co
New York
$7.53M -$52.1K -343 -0.7%
1WA
338
180 Wealth Advisors
Washington
$7.52M +$7.31K +47 +0.1%
OAJ
339
Ogorek Anthony Joseph
New York
$7.49M -$33.6K -221 -0.4%
Federated Hermes
340
Federated Hermes
Pennsylvania
$7.47M +$7.43M +48,940 +20,223%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$7.46M +$433K +2,852 +6%
BFM
342
Boston Financial Management
Massachusetts
$7.45M +$132K +870 +2%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$7.44M +$34.8K +229 +0.5%
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
$7.43M +$89.7K +591 +1%
CAL
345
Capital Analysts LLC
Pennsylvania
$7.4M -$102K -673 -1%
AWP
346
Accretive Wealth Partners
New Jersey
$7.38M +$332K +2,186 +5%
PWM
347
Peterson Wealth Management
Nevada
$7.37M -$1.91M -12,566 -21%
WT
348
Washington Trust
Rhode Island
$7.34M -$78.7K -518 -1%
BWM
349
Benchmark Wealth Management
Connecticut
$7.34M +$352K +2,316 +5%
OCM
350
Orion Capital Management
California
$7.29M +$859K +5,656 +13%