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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
501
Revisor Wealth Management
Ohio
$4.42M +$518K +3,187 +13%
RBFC
502
Roman Butler Fullerton & Co
Missouri
$4.39M +$23.7K +144 +0.5%
BA
503
Bridgewater Advisors
New York
$4.39M -$50.7K -312 -1%
TWP
504
Tempus Wealth Planning
California
$4.38M +$121K +747 +3%
Mirae Asset Global Investments
505
Mirae Asset Global Investments
South Korea
$4.35M -$2.36M -14,500 -35%
PFS
506
Prospera Financial Services
Texas
$4.34M +$470K +2,892 +12%
SCM
507
Sebold Capital Management
Illinois
$4.34M +$60.8K +374 +1%
PFG
508
Pinnacle Financial Group
Illinois
$4.34M +$6.66K +41 +0.2%
HA
509
Hofer & Associates
California
$4.33M -$51K -314 -1%
SQA
510
Simon Quick Advisors
New Jersey
$4.28M -$53.9K -332 -1%
CCA
511
Cora Capital Advisors
New Jersey
$4.27M +$256K +1,574 +6%
DOA
512
D'Orazio & Associates
Virginia
$4.27M -$114K -701 -3%
KFGK
513
Keystone Financial Group (Kentucky)
Kentucky
$4.26M +$4.26M +26,243 New
PTC
514
Philadelphia Trust Company
Pennsylvania
$4.23M -$406K -2,500 -9%
D
515
Dentgroup
Louisiana
$4.22M -$141K -865 -3%
ODIJL
516
One Day In July LLC
Vermont
$4.22M -$275K -1,692 -6%
PA
517
Pinnacle Associates
New York
$4.21M +$333K +2,050 +9%
TF
518
TIAA FSB
Florida
$4.21M -$8.93K -55 -0.2%
SIAG
519
Safeguard Investment Advisory Group
California
$4.21M -$1.15M -7,085 -21%
FCA
520
FLC Capital Advisors
California
$4.21M -$11.5K -71 -0.3%
MCM
521
Morton Capital Management
California
$4.2M -$90K -554 -2%
WCM
522
WealthBridge Capital Management
Ohio
$4.19M +$34.1K +210 +0.8%
SAM
523
Secure Asset Management
Michigan
$4.16M +$2.2M +13,570 +113%
SCA
524
STALEY CAPITAL ADVISERS
Pennsylvania
$4.15M -$538K -3,314 -11%
IAG
525
Investment Advisory Group
Massachusetts
$4.14M +$99.1K +610 +2%