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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 %
PFA
376
Pathway Financial Advisors
Vermont
$5.92M +$28.8K +201 +0.5%
ACS
377
Archford Capital Strategies
Illinois
$5.89M +$461K +3,211 +8%
RJT
378
Raymond James Trust
Florida
$5.87M +$318K +2,218 +6%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.85M +$161K +1,119 +3%
SAMT
380
Select Asset Management & Trust
Pennsylvania
$5.84M -$737K -5,138 -11%
MAM
381
Madison Asset Management
Wisconsin
$5.74M -$151K -1,054 -3%
OCM
382
Orion Capital Management
California
$5.74M +$470K +3,277 +9%
MFS
383
McNamara Financial Services
Massachusetts
$5.68M -$291K -2,028 -5%
BAM
384
Belpointe Asset Management
Nevada
$5.68M +$3.39M +23,648 +148%
PWM
385
Peterson Wealth Management
Nevada
$5.67M -$2.39M -16,634 -30%
DI
386
DAGCO Inc
Ohio
$5.63M +$231K +1,610 +4%
SMG
387
Smart Money Group
Texas
$5.62M -$49.6K -346 -0.9%
RWIA
388
Roger Wittlin Investment Advisory
California
$5.62M +$2.87K +20 +0.1%
MP
389
McDonald Partners
Ohio
$5.56M +$95.5K +666 +2%
WTC
390
WhitTier Trust Company
Nevada
$5.54M +$679K +4,733 +14%
ASN
391
Advisory Services Network
Georgia
$5.52M +$210K +1,465 +4%
RFA
392
Radnor Financial Advisors
Pennsylvania
$5.52M +$6.46K +45 +0.1%
AWA
393
Amplius Wealth Advisors
Pennsylvania
$5.49M -$2.23M -15,548 -29%
LB
394
Leo Brokerage
Texas
$5.48M -$637K -4,438 -10%
IA
395
Insight Advisors
Pennsylvania
$5.42M +$177K +1,152 +3%
CWA
396
CM Wealth Advisors
Ohio
$5.4M +$5.4M +37,655 New
TFCP
397
Twin Focus Capital Partners
Massachusetts
$5.39M +$574 +4 +0%
CAG
398
Crestwood Advisors Group
Massachusetts
$5.37M -$45.2K -315 -0.8%
TFS
399
TrustCore Financial Services
Tennessee
$5.37M +$16.8K +117 +0.3%
SPC
400
Sigma Planning Corp
Michigan
$5.36M +$446K +3,107 +9%