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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 %
AWP
351
Accretive Wealth Partners
New Jersey
$6.27M +$33.1K +245 +0.5%
MSFS
352
Main Street Financial Solutions
Pennsylvania
$6.26M +$393K +2,907 +7%
TWC
353
TD Waterhouse Canada
Ontario, Canada
$6.24M +$244K +1,638 +4%
BWM
354
Benchmark Wealth Management
Connecticut
$6.22M -$21.6K -160 -0.3%
BFO
355
Boston Family Office
Massachusetts
$6.05M +$167K +1,235 +3%
BIA
356
Bigelow Investment Advisors
Maine
$6.03M +$387K +2,865 +7%
DCM
357
Donaldson Capital Management
Indiana
$5.97M -$484K -3,582 -7%
SPC
358
Sigma Planning Corp
Michigan
$5.92M +$866K +6,409 +17%
CA
359
Cornerstone Advisory
Maryland
$5.89M +$48K +355 +0.8%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$5.88M -$262K -1,937 -4%
CIA
361
Capital Investment Advisors
Georgia
$5.88M +$4.87K +36 +0.1%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$5.84M -$167K -1,239 -3%
GVAG
363
Great Valley Advisor Group
Delaware
$5.79M -$492K -3,638 -8%
KL
364
KWMG LLC
Kansas
$5.74M +$90.6K +670 +2%
OCM
365
Orion Capital Management
California
$5.73M +$318K +2,350 +6%
HWM
366
Hohimer Wealth Management
Washington
$5.67M -$56.8K -420 -1%
ACS
367
Archford Capital Strategies
Illinois
$5.65M +$107K +788 +2%
LGWM
368
Litman Gregory Wealth Management
California
$5.65M -$811 -6 -0%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.61M +$98.9K +732 +2%
BAM
370
Belpointe Asset Management
Nevada
$5.6M +$240K +1,775 +4%
PFA
371
Pathway Financial Advisors
Vermont
$5.57M -$405 -3 -0%
DWM
372
Defined Wealth Management
Oregon
$5.55M -$258K -1,911 -4%
MAM
373
Madison Asset Management
Wisconsin
$5.54M +$126K +930 +2%
Natixis Advisors
374
Natixis Advisors
Massachusetts
$5.44M +$756K +5,595 +16%
RJT
375
Raymond James Trust
Florida
$5.44M -$93.7K -693 -2%