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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 %
RGC
751
Roberts, Glore & Co
Illinois
$1.83M -$3.04K -20 -0.2%
JIC
752
JRM Investment Counsel
Nebraska
$1.82M -$2.58M -16,992 -59%
GA
753
Greytown Advisors
Florida
$1.81M
LWAC
754
Laurel Wealth Advisors (California)
California
$1.81M +$58.3K +384 +3%
PNC
755
Park National Corp
Ohio
$1.81M +$1.81M +11,888 New
CWP
756
Curated Wealth Partners
California
$1.8M +$251K +1,655 +16%
PSP
757
Principal Street Partners
Tennessee
$1.8M +$10.3K +68 +0.6%
FLII
758
First Long Island Investors
New York
$1.78M +$1.16M +7,633 +186%
CCA
759
Childress Capital Advisors
Texas
$1.78M
PGWM
760
Pitti Group Wealth Management
New York
$1.78M +$3.8K +25 +0.2%
CGPCS
761
Capital Group Private Client Services
California
$1.77M +$1.77M +11,652 New
MWA
762
Monograph Wealth Advisors
California
$1.76M +$911 +6 +0.1%
FA
763
FC Advisory
Pennsylvania
$1.76M +$220K +1,450 +14%
FCI
764
Financial Counselors Inc
Kansas
$1.76M -$324K -2,134 -16%
AWM
765
Aries Wealth Management
Maine
$1.75M +$529K +3,482 +43%
B
766
Bridgeworth
Alabama
$1.75M -$2.13K -14 -0.1%
ACM
767
Advisors Capital Management
New Jersey
$1.75M -$3.49K -23 -0.2%
RA
768
RFG Advisory
Alabama
$1.75M -$139K -888 -7%
HWM
769
Horizon Wealth Management
Illinois
$1.74M -$179K -1,182 -9%
HCM
770
Hall Capital Management
Rhode Island
$1.74M +$31K +204 +2%
Betterment LLC
771
Betterment LLC
New York
$1.73M +$111K +731 +7%
PCI
772
Planning Center Inc
Illinois
$1.73M +$4.56K +30 +0.3%
NFP
773
NorthLanding Financial Partners
New York
$1.72M +$911 +6 +0.1%
TCMP
774
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.72M -$305K -2,011 -15%
BWL
775
Bogart Wealth LLC
Virginia
$1.7M +$1.68M +11,049 +6,656%