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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 %
KWM
526
Kaydan Wealth Management
Michigan
$3.41M -$26.7K -186 -0.8%
CSB
527
City State Bank
Iowa
$3.41M +$258K +1,800 +8%
IAG
528
Investment Advisory Group
Massachusetts
$3.41M +$591K +4,115 +21%
GWM
529
Geneos Wealth Management
Colorado
$3.41M +$175K +1,208 +5%
HC
530
Hoese & Co
Minnesota
$3.4M +$257K +1,790 +8%
FMN
531
Financial Management Network
California
$3.4M +$31.4K +217 +0.9%
DJSG
532
D.J. St. Germain
Massachusetts
$3.38M
CFP
533
Curran Financial Partners
South Carolina
$3.38M +$542K +3,775 +19%
LHEI
534
Leo H. Evart Inc
California
$3.37M +$52.8K +368 +2%
CIA
535
Choate Investment Advisors
Massachusetts
$3.36M -$71.7K -500 -2%
JG
536
Jefferies Group
New York
$3.36M +$2.8M +19,495 +496%
FGG
537
Financial Guidance Group
Florida
$3.36M -$58.8K -410 -2%
LCS
538
Levin Capital Strategies
New York
$3.3M
AIFAIM
539
American Institute for Advanced Investment Management
Arizona
$3.28M -$29.4K -205 -0.9%
NWMG
540
National Wealth Management Group
Ohio
$3.28M -$245K -1,705 -7%
IFS
541
Intelligent Financial Strategies
Minnesota
$3.27M -$22.5K -157 -0.7%
LCM
542
Lewis Capital Management
California
$3.27M -$48.1K -335 -1%
C1AG
543
Client 1st Advisory Group
Florida
$3.27M -$75.6K -527 -2%
CIM
544
Corda Investment Management
Texas
$3.27M -$314K -2,188 -9%
BIA
545
Bell Investment Advisors
California
$3.26M +$3.26M +22,746 New
PA
546
Pinnacle Associates
New York
$3.23M +$143K +996 +5%
FPS
547
Fieldpoint Private Securities
Connecticut
$3.21M -$3.4M -23,692 -51%
GHA
548
GW Henssler & Associates
Georgia
$3.2M +$86.6K +604 +3%
MW
549
Marcum Wealth
Ohio
$3.17M +$12.1K +84 +0.4%
FWM
550
Fairhaven Wealth Management
Illinois
$3.16M -$12.3K -86 -0.4%