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Vanguard Dividend Appreciation ETF

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
576
Susquehanna International Group
Pennsylvania
$3.3M -$7.15M -46,006 -68%
CPC
577
Consolidated Planning Corp
Georgia
$3.29M -$24.7K -159 -0.7%
GL
578
Graypoint LLC
New York
$3.28M +$982K +6,320 +43%
AWM
579
Axxcess Wealth Management
California
$3.27M +$1.49M +9,608 +84%
LP
580
LGL Partners
Pennsylvania
$3.27M +$12.1K +78 +0.4%
AFO
581
Arrowroot Family Office
California
$3.27M +$156K +1,001 +5%
CAAM
582
Cornerstone Advisors Asset Management
Pennsylvania
$3.25M +$179K +1,153 +6%
FA
583
Fortis Advisors
Pennsylvania
$3.25M -$2.75M -17,712 -46%
BOH
584
Bank of Hawaii
Hawaii
$3.2M
AFM
585
Abbot Financial Management
Massachusetts
$3.19M +$147K +949 +5%
JBA
586
Johnson Bixby & Associates
Washington
$3.19M -$113K -730 -3%
CCFCSB
587
Cape Cod Five Cents Savings Bank
Massachusetts
$3.19M +$1.58M +10,151 +98%
FFWM
588
Future Financial Wealth Management
Ohio
$3.19M -$44.1K -284 -1%
DJSG
589
D.J. St. Germain
Massachusetts
$3.18M -$458K -2,947 -13%
LCM
590
Lewis Capital Management
California
$3.18M +$29.5K +190 +0.9%
COCM
591
Charter Oak Capital Management
New Hampshire
$3.18M -$81.3K -523 -2%
AC
592
Avant Capital
Louisiana
$3.16M -$30.6K -197 -1%
KIA
593
KCM Investment Advisors
California
$3.15M +$628K +4,042 +25%
FMN
594
Financial Management Network
California
$3.14M -$132K -858 -4%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$3.14M +$6.22K +40 +0.2%
SWPG
596
Strategic Wealth Partners Group
Illinois
$3.13M +$2.5K +16 +0.1%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$3.13M -$37.8K -243 -1%
BFA
598
Buttonwood Financial Advisors
Maryland
$3.11M +$964K +6,203 +45%
CW
599
Channel Wealth
California
$3.11M -$196K -1,260 -6%
WKWM
600
Walter & Keenan Wealth Management
Indiana
$3.11M +$204K +1,315 +7%