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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 %
JIC
401
Johnson Investment Counsel
Ohio
$5.01M +$247K +1,829 +5%
FA
402
Fortis Advisors
Pennsylvania
$4.99M +$1.04M +7,702 +26%
WANY
403
Wealthspire Advisors (New York)
New York
$4.96M +$198K +1,462 +4%
FCFS
404
First Command Financial Services
Texas
$4.95M +$2.8M +20,686 +130%
FCB
405
First Command Bank
Texas
$4.95M +$2.8M +20,686 +130%
MFA
406
McClarren Financial Advisors
Pennsylvania
$4.94M +$3.15M +23,288 +175%
Mirae Asset Global Investments
407
Mirae Asset Global Investments
South Korea
$4.93M +$541K +4,000 +12%
MC
408
Moors & Cabot
Massachusetts
$4.92M +$175K +1,293 +4%
CAG
409
Csenge Advisory Group
Florida
$4.91M +$105K +777 +2%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$4.9M -$28.2K -209 -0.6%
JPG
411
Jordan Park Group
California
$4.82M
MBT
412
Montecito Bank & Trust
California
$4.79M -$108K -798 -2%
NG
413
Northstar Group
New York
$4.78M +$91.5K +677 +2%
IA
414
Insight Advisors
Pennsylvania
$4.77M +$4.87K +36 +0.1%
JWBC
415
J.W. Burns & Co
New York
$4.76M +$664K +4,915 +16%
DFA
416
DHJJ Financial Advisors
Illinois
$4.71M +$53.1K +393 +1%
IIA
417
Integral Investment Advisors
California
$4.7M -$264K -1,955 -5%
HCM
418
Hollencrest Capital Management
California
$4.68M -$178K -1,316 -4%
CAC
419
Certified Advisory Corp
Florida
$4.64M -$276K -2,044 -6%
HPC
420
HM Payson & Co
Maine
$4.64M +$764K +5,656 +20%
BCWM
421
Bartlett & Co Wealth Management
Ohio
$4.62M +$1.15M +8,510 +33%
BC
422
Bartlett & Co
Ohio
$4.62M +$1.15M +8,510 +33%
FAIM
423
Financial Advocates Investment Management
Washington
$4.62M +$30.3K +224 +0.7%
CFO
424
Colony Family Offices
North Carolina
$4.61M +$21.5K +159 +0.5%
RMAM
425
Raab & Moskowitz Asset Management
New Jersey
$4.61M -$55K -407 -1%