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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
501
Riverview Capital Advisers
Massachusetts
$4.11M +$3.08K +20 +0.1%
PFG
502
Pinnacle Financial Group
Illinois
$4.11M +$165K +1,070 +4%
HA
503
Hofer & Associates
California
$4.09M -$15.5K -102 -0.4%
MCM
504
Morton Capital Management
California
$4.06M -$11.2K -73 -0.3%
SCM
505
Sebold Capital Management
Illinois
$4.05M -$26.5K -172 -0.6%
FWIA
506
Fort Washington Investment Advisors
Ohio
$4.05M -$476K -3,089 -11%
TWP
507
Tempus Wealth Planning
California
$4.04M +$217K +1,409 +6%
FFWM
508
Future Financial Wealth Management
Ohio
$4.04M +$2.4M +15,481 +146%
USAA
509
United Services Automobile Association
Texas
$4.02M
FCA
510
FLC Capital Advisors
California
$4.01M -$5.39K -35 -0.1%
TF
511
TIAA FSB
Florida
$4M -$93.8K -609 -2%
WCM
512
WealthBridge Capital Management
Ohio
$3.94M +$38.3K +249 +1%
ICMP
513
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.93M +$2.39M +94,709 +155%
AWA
514
Acorn Wealth Advisors
Michigan
$3.92M -$58.8K -382 -1%
KFP
515
KB Financial Partners
New Jersey
$3.92M
CW
516
Channel Wealth
California
$3.91M +$3.91M +25,357 New
LEFP
517
Leading Edge Financial Planning
Tennessee
$3.85M +$486K +3,157 +14%
DE
518
Day & Ennis
Georgia
$3.84M -$289K -1,876 -7%
IAG
519
Investment Advisory Group
Massachusetts
$3.84M +$54.1K +351 +1%
JAG
520
Journey Advisory Group
Kentucky
$3.82M +$1.5M +9,734 +65%
FI
521
Financial Insights
Washington
$3.82M -$63.6K -413 -2%
CCA
522
Cora Capital Advisors
New Jersey
$3.81M +$2.56M +16,649 +206%
GLA
523
Great Lakes Advisors
Illinois
$3.8M -$184K -1,194 -5%
SSWM
524
Sheets Smith Wealth Management
North Carolina
$3.79M -$42.4K -275 -1%
RWP
525
Ridgecrest Wealth Partners
California
$3.78M +$69.3K +450 +2%