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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 %
SMG
401
Smart Money Group
Texas
$5.97M -$14.3K -94 -0.2%
SBL
402
Sargent Bickham Lagudis
Colorado
$5.96M +$928K +6,111 +18%
WCG
403
Weaver Consulting Group
California
$5.96M -$40.5K -267 -0.7%
MFS
404
McNamara Financial Services
Massachusetts
$5.95M -$8.81K -58 -0.1%
RLKPA
405
Robbie L. Kennerson P.A.
Florida
$5.9M +$5.9M +38,837 New
MFA
406
McClarren Financial Advisors
Pennsylvania
$5.84M +$289K +1,905 +5%
WTC
407
WhitTier Trust Company
Nevada
$5.8M -$20.8K -137 -0.4%
AWA
408
Amplius Wealth Advisors
Pennsylvania
$5.79M +$47.4K +312 +0.8%
TGAM
409
TBH Global Asset Management
Tennessee
$5.79M +$23.7K +156 +0.4%
DWM
410
Defined Wealth Management
Oregon
$5.78M -$455K -2,995 -7%
TFS
411
TrustCore Financial Services
Tennessee
$5.74M +$89.1K +587 +2%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.73M -$575K -3,784 -9%
SL
413
Stevard LLC
Illinois
$5.72M -$13.7K -90 -0.2%
CWA
414
CM Wealth Advisors
Ohio
$5.72M -$2.13K -14 -0%
CA
415
Cambridge Advisors
Nebraska
$5.7M -$53.8K -354 -0.9%
AWM
416
Aberdeen Wealth Management
Illinois
$5.7M +$10.9K +72 +0.2%
HNB
417
Huntington National Bank
Ohio
$5.68M -$5.08M
MSWM
418
McGlone Suttner Wealth Management
Wisconsin
$5.67M +$5.67M +37,333 New
DI
419
DAGCO Inc
Ohio
$5.66M -$353K -2,323 -6%
PFA
420
Plotkin Financial Advisors
Maryland
$5.66M +$31.6K +208 +0.6%
CAG
421
Crestwood Advisors Group
Massachusetts
$5.65M -$240K -1,583 -4%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$5.65M -$69.4K -457 -1%
FA
423
Fortis Advisors
Pennsylvania
$5.63M +$28.5K +188 +0.5%
BFS
424
Bradley Foster & Sargent
Connecticut
$5.62M -$111K -734 -2%
TF
425
Trek Financial
Arizona
$5.6M -$53.4M -351,796 -91%