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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 %
CFD
826
Creative Financial Designs
Indiana
$1.29M -$62K -432 -5%
MGIA
827
Moneta Group Investment Advisors
Missouri
$1.29M +$86.4K +602 +7%
ESB
828
Essex Savings Bank
Connecticut
$1.28M +$132K +923 +11%
AA
829
Advisory Alpha
Michigan
$1.27M -$148K -1,034 -10%
VFA
830
Valeo Financial Advisors
Indiana
$1.27M -$42.2K -294 -3%
BWM
831
Birchcreek Wealth Management
Ohio
$1.27M +$382K +2,662 +43%
ONSWM
832
Old North State Wealth Management
North Carolina
$1.26M +$233K +1,625 +23%
KFA
833
Kelleher Financial Advisors
New York
$1.26M +$815K +5,684 +184%
DC
834
Darrow Company
Massachusetts
$1.26M -$3.58K -25 -0.3%
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.25M
MPW
836
Monterey Private Wealth
California
$1.25M +$54.4K +379 +5%
NRA
837
NSI Retail Advisors
Pennsylvania
$1.25M
SEIA
838
Signature Estate & Investment Advisors
California
$1.24M +$328K +2,282 +36%
BOPW
839
Brandywine Oak Private Wealth
Pennsylvania
$1.24M -$200K -1,393 -14%
First Manhattan
840
First Manhattan
New York
$1.24M +$32.3K +225 +3%
MTWM
841
Masso Torrence Wealth Management
New Jersey
$1.23M -$48.6K -339 -4%
BFO
842
Biltmore Family Office
North Carolina
$1.22M
TPWA
843
TRUE Private Wealth Advisors
Oregon
$1.21M -$21.2K -148 -2%
SAM
844
Smithbridge Asset Management
Pennsylvania
$1.21M -$31.6K -220 -3%
FA
845
FC Advisory
Pennsylvania
$1.21M -$528K -3,683 -30%
TA
846
TFG Advisers
Michigan
$1.21M -$41.3K -288 -3%
WBCM
847
Wilson & Boucher Capital Management
California
$1.2M +$54.1K +377 +5%
AWM
848
Apollon Wealth Management
South Carolina
$1.2M -$11.2K -78 -0.9%
MFG
849
Merit Financial Group
Georgia
$1.19M +$642K +4,473 +116%
AIA
850
AIMZ Investment Advisors
California
$1.18M