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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 %
TA
751
TruWealth Advisors
Louisiana
$1.58M -$6.82M -47,547 -81%
DWT
752
Dorsey & Whitney Trust
South Dakota
$1.58M +$261K +1,820 +20%
WCM
753
Windham Capital Management
Massachusetts
$1.58M
NRW
754
Nova R Wealth
Kansas
$1.58M +$403K +2,811 +34%
RFA
755
Resurgent Financial Advisors
Georgia
$1.58M +$58.2K +406 +4%
EA
756
Eudaimonia Advisors
Tennessee
$1.57M -$31.9K -222 -2%
RT
757
Rockland Trust
Massachusetts
$1.57M
HCM
758
Hall Capital Management
Rhode Island
$1.57M +$61.1K +426 +4%
WB
759
WesBanco Bank
West Virginia
$1.56M +$6.6K +46 +0.4%
SI
760
Saxon Interests
Texas
$1.56M +$12.2K +85 +0.8%
TCM
761
Tandem Capital Management
New Jersey
$1.56M +$44.1K +307 +3%
WCFA
762
Walkner Condon Financial Advisors
Wisconsin
$1.56M +$45.3K +316 +3%
MPW
763
MA Private Wealth
California
$1.55M -$192K -1,342 -11%
PFA
764
Pettinga Financial Advisors
Indiana
$1.55M -$17.9K -125 -1%
LA
765
Latitude Advisors
Florida
$1.55M -$2.79M -19,463 -64%
CFCI
766
Comprehensive Financial Consultants Institutional
Indiana
$1.54M -$7.48K -52 -0.5%
IIC
767
Ironwood Investment Counsel
Arizona
$1.53M -$8.46K -59 -0.5%
MWM
768
Moulton Wealth Management
Washington
$1.53M
RWA
769
Ropes Wealth Advisors
Massachusetts
$1.53M -$89K -620 -5%
Betterment LLC
770
Betterment LLC
New York
$1.53M +$293K +2,041 +24%
DDC
771
DF Dent & Co
Maryland
$1.52M -$24.4K -170 -2%
SAA
772
Southeast Asset Advisors
Georgia
$1.51M
TFA
773
Transamerica Financial Advisors
Florida
$1.51M +$1.51M +10,495 +52,475%
KMWM
774
Keudell/Morrison Wealth Management
Oregon
$1.5M +$54.5K +380 +4%
HCMT
775
Highland Capital Management (Tennessee)
Tennessee
$1.5M