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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 %
WAL
501
W Advisors LLC
Tennessee
$3.72M +$279K +1,942 +8%
KFGK
502
Keystone Financial Group (Kentucky)
Kentucky
$3.7M +$45.2K +315 +1%
SWM
503
SeaCrest Wealth Management
New York
$3.7M +$81.5K +568 +2%
OAM
504
Occidental Asset Management
California
$3.69M -$781K -5,445 -17%
BC
505
Bartlett & Co
Ohio
$3.69M +$330K +2,300 +10%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$3.69M +$330K +2,300 +10%
CCM
507
Canal Capital Management
Virginia
$3.68M +$27.7K +193 +0.8%
HCM
508
HM Capital Management
Missouri
$3.67M -$9.26M -64,547 -72%
SSWM
509
Sheets Smith Wealth Management
North Carolina
$3.67M -$37.3K -260 -1%
FI
510
Financial Insights
Washington
$3.63M -$2.15K -15 -0.1%
AFG
511
Albion Financial Group
Utah
$3.63M +$2.4M +16,748 +197%
PFG
512
Pinnacle Financial Group
Illinois
$3.62M +$265K +1,849 +8%
AWA
513
Acorn Wealth Advisors
Michigan
$3.61M -$80.5K -561 -2%
WCM
514
WealthBridge Capital Management
Ohio
$3.6M +$68.4K +477 +2%
5L
515
55I LLC
Massachusetts
$3.6M -$665K -4,635 -16%
Vontobel Holding
516
Vontobel Holding
Switzerland
$3.57M +$2.25M +15,695 +171%
MCM
517
Maple Capital Management
Vermont
$3.55M
BEC
518
Blue Edge Capital
Virginia
$3.53M +$55.2K +385 +2%
JBA
519
Johnson Bixby & Associates
Washington
$3.52M -$104K -726 -3%
HWMA
520
Heritage Wealth Management (Arizona)
Arizona
$3.5M -$503K -3,509 -13%
SCI
521
S&CO Inc
Massachusetts
$3.49M
SC
522
Savant Capital
Illinois
$3.46M -$203K -1,415 -6%
OPS
523
Orion Portfolio Solutions
Nebraska
$3.45M +$672K +4,681 +24%
AO
524
Advisor OS
Illinois
$3.45M -$799K -5,571 -19%
GLA
525
Great Lakes Advisors
Illinois
$3.44M +$653K +4,554 +23%