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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 %
CNBTD
676
Citizens National Bank Trust Department
Mississippi
$2.34M -$60.7K -400 -3%
LSIA
677
LaSalle St. Investment Advisors
Illinois
$2.32M +$2.32M +15,262 New
SSWM
678
Smith Salley Wealth Management
North Carolina
$2.32M
LTAS
679
Linden Thomas Advisory Services
North Carolina
$2.31M +$2.31M +15,222 New
OPS
680
Orion Portfolio Solutions
Nebraska
$2.31M -$350K -2,305 -13%
ZF
681
Zhang Financial
Michigan
$2.3M +$157K +1,031 +7%
WOSD
682
WFA of San Diego
California
$2.29M -$1.97K -13 -0.1%
JAG
683
Journey Advisory Group
Kentucky
$2.29M -$482K -3,176 -17%
WP
684
WealthSource Partners
California
$2.28M -$399K -2,626 -15%
GC
685
Grimes & Company
Massachusetts
$2.28M +$431K +2,840 +23%
NSB
686
Norway Savings Bank
Maine
$2.27M +$149K +984 +7%
PCM
687
Pennsylvania Capital Management
Pennsylvania
$2.24M -$1.59M -10,180 -41%
PVAMC
688
PPS&V Asset Management Consultants
Michigan
$2.24M +$2.24M +14,737 New
JPLA
689
Joseph P. Lucia & Associates
New York
$2.23M -$317K -2,090 -12%
CPIA
690
Cornell Pochily Investment Advisors
New York
$2.22M +$1.37K +9 +0.1%
NEGWA
691
New England Guild Wealth Advisors
Connecticut
$2.22M +$152 +1 +0%
SCG
692
Sonata Capital Group
Washington
$2.21M -$9.87K -65 -0.4%
OLA
693
Oliver Luxxe Assets
New Jersey
$2.2M -$27.9K -184 -1%
PCM
694
Parsons Capital Management
Rhode Island
$2.19M +$141K +928 +7%
GWM
695
Geneos Wealth Management
Colorado
$2.19M +$276K +1,819 +14%
CA
696
CGN Advisors
Kansas
$2.18M +$342K +2,255 +19%
SWM
697
SeaCrest Wealth Management
New York
$2.18M +$11.7K +77 +0.5%
GL
698
Graypoint LLC
New York
$2.18M +$368K +2,425 +20%
AF
699
Affiance Financial
Minnesota
$2.16M
SIG
700
Stonegate Investment Group
Alabama
$2.16M