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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 %
KNFPWM
726
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.98M +$1.98M +13,052 New
SA
727
SRH Advisors
Kansas
$1.97M +$30.5K +201 +2%
FPB
728
First PREMIER Bank
South Dakota
$1.97M +$859K +5,661 +77%
RWM
729
Ritholtz Wealth Management
New York
$1.96M -$386K -2,543 -16%
LWMNY
730
Landmark Wealth Management (New York)
New York
$1.95M -$263K -1,734 -12%
WBCM
731
Wilson & Boucher Capital Management
California
$1.95M +$537K +3,538 +38%
FCP
732
Fidelis Capital Partners
Florida
$1.94M +$1.94M +12,603 New
RRA
733
Round Rock Advisors
Connecticut
$1.94M +$15.9K +105 +0.8%
CHJWM
734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M +$263K +1,696 +16%
GIA
735
Gladstone Institutional Advisory
Florida
$1.94M +$431K +2,840 +29%
MC
736
Miramar Capital
Illinois
$1.93M -$80.5K -530 -4%
CCA
737
Conservest Capital Advisors
Pennsylvania
$1.91M +$1.91M +12,587 New
RWA
738
Ropes Wealth Advisors
Massachusetts
$1.91M +$289K +1,902 +18%
PFA
739
Pathway Financial Advisers
Indiana
$1.91M +$1.91M +12,550 New
CCWM
740
Cassaday & Co Wealth Management
Virginia
$1.89M +$1.89M +12,448 New
BB
741
Busey Bank
Illinois
$1.88M -$27.2K -179 -1%
CGA
742
Crescent Grove Advisors
Illinois
$1.88M +$152 +1 +0%
RFA
743
Resurgent Financial Advisors
Georgia
$1.87M +$4.25K +28 +0.2%
SAM
744
Secure Asset Management
Michigan
$1.87M -$29.3K -193 -2%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$1.87M -$82.6K -544 -4%
MGIA
746
Matthew Goff Investment Advisor
Texas
$1.86M -$15.9K -105 -0.8%
SFG
747
Sovereign Financial Group
Connecticut
$1.86M -$407K -2,677 -18%
SWA
748
Sax Wealth Advisors
New Jersey
$1.83M -$244K -1,610 -12%
TAM
749
Tocqueville Asset Management
New York
$1.83M +$152 +1 +0%
PHS
750
Pekin Hardy Strauss
Illinois
$1.83M +$4.1K +27 +0.2%