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Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
851
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$1.06M +7,813 +1,732%
BCM
852
Bienville Capital Management
New York
$1.11M +$811 +6 +0.1%
GIM
853
Goelzer Investment Management
Indiana
$1.11M +$13.1K +97 +1%
KF
854
Krilogy Financial
Missouri
$1.1M +$30.5K +226 +3%
RC
855
Roundview Capital
New Jersey
$1.1M +$308K +2,279 +39%
PW
856
Peninsula Wealth
California
$1.1M +$370K +2,741 +51%
BA
857
Bristlecone Advisors
Washington
$1.09M -$923K -6,835 -46%
AIA
858
AIMZ Investment Advisors
California
$1.09M -$21.6K -160 -2%
ECG
859
EPIQ Capital Group
California
$1.09M +$5.41K +40 +0.5%
GKWIM
860
Gerber Kawasaki Wealth & Investment Management
California
$1.09M +$131K +971 +14%
RF
861
Resolute Financial
Massachusetts
$1.09M +$9.87K +73 +0.9%
KTA
862
Keeley-Teton Advisors
Illinois
$1.09M
SWP
863
Summit Wealth Partners
Florida
$1.08M +$676 +5 +0.1%
CMBA
864
C.M. Bidwell & Associates
Hawaii
$1.08M -$2.84K -21 -0.3%
SF
865
Safeguard Financial
Wisconsin
$1.08M +$49.6K +367 +5%
SHGA
866
Sand Hill Global Advisors
California
$1.08M -$27.6K -204 -3%
CWMGP
867
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M +$5.41K +40 +0.5%
HCC
868
Hirtle Callaghan & Co
Pennsylvania
$1.07M +$429K +3,175 +67%
CNB
869
Camden National Bank
Maine
$1.06M -$26.5K -196 -2%
GG
870
Gleason Group
Kentucky
$1.06M +$5.14K +38 +0.5%
VCM
871
Vivaldi Capital Management
Illinois
$1.06M -$50.6K -369 -5%
BA
872
Bluesphere Advisors
Pennsylvania
$1.06M +$47.6K +352 +5%
ACM
873
AUA Capital Management
Pennsylvania
$1.05M -$159K -1,178 -13%
AP
874
Americana Partners
Texas
$1.05M +$38.5K +285 +4%
BS
875
Boenning & Scattergood
Pennsylvania
$1.05M +$93.4K +691 +10%