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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 %
SFG
651
Sunburst Financial Group
Alabama
$2.27M +$462K +3,223 +26%
BCP
652
Blue Chip Partners
Michigan
$2.27M +$50.9K +355 +2%
OFS
653
OneAscent Financial Services
Alabama
$2.25M +$2.25M +15,656 New
BFA
654
Beacon Financial Advisory
Ohio
$2.22M +$89.8K +626 +4%
TFA
655
Tobias Financial Advisors
Florida
$2.22M -$9.32K -65 -0.4%
AWM
656
Aevitas Wealth Management
Massachusetts
$2.21M -$21.7K -151 -1%
SFG
657
Sovereign Financial Group
Connecticut
$2.21M -$249K -1,739 -10%
SSWM
658
Smith Salley Wealth Management
North Carolina
$2.2M -$29.7K -207 -1%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$2.2M
MWM
660
Mascoma Wealth Management
New Hampshire
$2.2M -$299K -2,088 -12%
NEGWA
661
New England Guild Wealth Advisors
Connecticut
$2.18M -$66.7K -465 -3%
RW
662
RVW Wealth
California
$2.17M +$1.7M +11,820 +359%
KOMWMG
663
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.17M -$211K -1,471 -9%
USCWA
664
U.S. Capital Wealth Advisors
Texas
$2.16M +$25.7K +179 +1%
BA
665
Bristlecone Advisors
Washington
$2.14M +$7.46K +52 +0.3%
Millennium Management
666
Millennium Management
New York
$2.14M +$2.14M +14,902 New
OLA
667
Oliver Luxxe Assets
New Jersey
$2.13M +$8.18K +57 +0.4%
VBWMG
668
Von Berge Wealth Management Group
California
$2.13M +$14.3K +100 +0.7%
CPIA
669
Cornell Pochily Investment Advisors
New York
$2.12M -$342K -2,385 -14%
Susquehanna International Group
670
Susquehanna International Group
Pennsylvania
$2.12M -$14.3M -99,805 -87%
SCG
671
Sonata Capital Group
Washington
$2.11M
SCM
672
Spreng Capital Management
Ohio
$2.09M -$52.5K -360 -2%
RGC
673
Roberts, Glore & Co
Illinois
$2.08M +$25.1K +175 +1%
SSB
674
Sandy Spring Bank
Maryland
$2.08M +$170K +1,187 +9%
HWM
675
Horizon Wealth Management
Illinois
$2.07M +$982K +6,846 +90%