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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 %
CG
576
Caprock Group
Idaho
$3.25M +$77K +507 +2%
WFPG
577
Waller Financial Planning Group
Ohio
$3.24M +$242K +1,594 +8%
SB
578
Strategic Blueprint
Georgia
$3.23M +$154K +1,014 +5%
CIM
579
Corda Investment Management
Texas
$3.22M -$131K -860 -4%
WSFS
580
Wilmington Savings Fund Society
Delaware
$3.22M +$193K +1,270 +6%
BAM
581
BTS Asset Management
Massachusetts
$3.2M +$3.2M +20,950 New
BJL
582
Brighton Jones LLC
Washington
$3.19M +$616K +4,056 +24%
FNBOMD
583
First National Bank of Mount Dora
Florida
$3.18M
BOH
584
Bank of Hawaii
Hawaii
$3.13M -$127K -837 -4%
VCA
585
Verdence Capital Advisors
Maryland
$3.12M +$996K +6,557 +47%
COCM
586
Charter Oak Capital Management
New Hampshire
$3.12M +$249K +1,642 +9%
KWM
587
Kaydan Wealth Management
Michigan
$3.11M -$252K -1,658 -7%
MHS
588
M Holdings Securities
Oregon
$3.11M +$187K +1,229 +6%
KeyBank National Association
589
KeyBank National Association
Ohio
$3.1M +$341K +2,247 +12%
MFA
590
Mayflower Financial Advisors
Massachusetts
$3.1M +$76.7K +505 +3%
YWP
591
YorkBridge Wealth Partners
New York
$3.09M +$58.5K +385 +2%
AC
592
Avant Capital
Louisiana
$3.09M -$43.9K -289 -1%
LCM
593
Lewis Capital Management
California
$3.08M -$370K -2,435 -11%
Susquehanna International Group
594
Susquehanna International Group
Pennsylvania
$3.04M +$3.04M +20,006 New
PJSIMP
595
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.03M -$31.7K -209 -1%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$3.02M -$3.8K -25 -0.1%
TC
597
Trilogy Capital
California
$3.01M +$1.82K +12 +0.1%
RWMH
598
Riverpoint Wealth Management Holdings
Illinois
$3.01M +$12.1K +80 +0.4%
BFA
599
Benedict Financial Advisors
Georgia
$3.01M -$26.4K -174 -0.9%
Financial Engines Advisors
600
Financial Engines Advisors
California
$3M +$58.2K +383 +2%