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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 %
TCM
776
Tandem Capital Management
New Jersey
$1.69M +$18.2K +120 +1%
CPIG
777
Chicago Partners Investment Group
Illinois
$1.69M +$219K +1,392 +15%
IAA
778
Independent Advisor Alliance
North Carolina
$1.69M +$336K +2,214 +25%
CA
779
Continuum Advisory
Idaho
$1.69M -$10.9K -72 -0.6%
IA
780
Integrity Advisory
Kansas
$1.69M +$275K +1,814 +20%
WCM
781
Windham Capital Management
Massachusetts
$1.67M
CWM
782
Centurion Wealth Management
Virginia
$1.67M +$1.67M +10,995 New
PFA
783
Pettinga Financial Advisors
Indiana
$1.67M +$213K +1,405 +15%
HFS
784
HBC Financial Services
Washington
$1.66M +$51.8K +339 +3%
MGIA
785
Moneta Group Investment Advisors
Missouri
$1.66M +$343K +2,196 +26%
SI
786
Saxon Interests
Texas
$1.66M -$8.47K -55 -0.5%
CCFCSB
787
Cape Cod Five Cents Savings Bank
Massachusetts
$1.64M -$119K -781 -7%
EWM
788
Evercore Wealth Management
New York
$1.64M +$90.4K +595 +6%
CFCI
789
Comprehensive Financial Consultants Institutional
Indiana
$1.63M +$34.5K +221 +2%
FNBT
790
FineMark National Bank & Trust
Florida
$1.63M +$319K +2,098 +24%
CFO
791
Collective Family Office
Pennsylvania
$1.63M -$31.7K -209 -2%
RT
792
Rockland Trust
Massachusetts
$1.62M -$69.6K -458 -4%
CWM
793
Collaborative Wealth Management
Florida
$1.62M -$80.3K -529 -5%
EA
794
Eudaimonia Advisors
Tennessee
$1.62M -$1.22K -8 -0.1%
FCA
795
FinTrust Capital Advisors
South Carolina
$1.61M +$412K +2,710 +34%
FFWM
796
Future Financial Wealth Management
Ohio
$1.61M +$286K +1,881 +22%
SAA
797
Southeast Asset Advisors
Georgia
$1.6M +$152 +1 +0%
MPW
798
MA Private Wealth
California
$1.6M -$42.2K -278 -3%
MF
799
Meridian Financial
Massachusetts
$1.6M
HCMT
800
Highland Capital Management (Tennessee)
Tennessee
$1.59M