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Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
601
Renaissance Technologies
New York
$2.42M -$356K -2,636 -13%
TRCT
602
Tower Research Capital (TRC)
New York
$2.41M +$2.41M +17,862 New
KIA
603
KCM Investment Advisors
California
$2.41M +$65.2K +482 +3%
JFG
604
JMG Financial Group
Illinois
$2.39M +$185K +1,370 +8%
Lido Advisors
605
Lido Advisors
California
$2.39M +$524K +3,877 +28%
WP
606
WealthSource Partners
California
$2.39M -$159K -1,178 -6%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$2.39M +$5.27K +39 +0.2%
SCA
608
St. Clair Advisors
Ohio
$2.38M +$16.9K +125 +0.7%
TFA
609
Transamerica Financial Advisors
Florida
$2.38M +$958K +7,089 +67%
OPS
610
Orion Portfolio Solutions
Nebraska
$2.37M -$882K -6,525 -27%
PAMG
611
Patton Albertson Miller Group
Tennessee
$2.36M +$4.46K +33 +0.2%
NWMG
612
National Wealth Management Group
Ohio
$2.36M -$725K -5,367 -24%
CM
613
Cornerstone Management
Georgia
$2.36M -$368K -2,725 -14%
NRI
614
NFP Retirement Inc
California
$2.35M -$82.4K -610 -3%
B
615
Brightworth
Georgia
$2.33M -$16.8K -124 -0.7%
SWPG
616
Strategic Wealth Partners Group
Illinois
$2.31M +$4.87K +36 +0.2%
OFS
617
OneAscent Financial Services
Alabama
$2.31M +$190K +1,407 +9%
OCG
618
Opus Capital Group
Ohio
$2.31M -$17.2K -127 -0.7%
NAS
619
Nicolet Advisory Services
Wisconsin
$2.3M -$45.4K -333 -2%
BJL
620
Brighton Jones LLC
Washington
$2.29M -$129K -954 -5%
TFO
621
Tarbox Family Office
California
$2.29M
TFA
622
Tobias Financial Advisors
Florida
$2.28M +$186K +1,379 +9%
JPLA
623
Joseph P. Lucia & Associates
New York
$2.27M -$43.9K -325 -2%
MSA
624
Marino Stram & Associates
Massachusetts
$2.26M -$75.4K -558 -3%
RFC
625
Regions Financial Corp
Alabama
$2.25M -$88.1K -652 -4%