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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 %
BA
851
Bristlecone Advisors
Washington
$1.41M +$176K +1,156 +14%
VP
852
Verum Partners
North Carolina
$1.4M +$1.4M +9,240 New
CCG
853
Cypress Capital Group
Florida
$1.4M -$34.2K -225 -2%
CFD
854
Creative Financial Designs
Indiana
$1.39M +$3.64K +24 +0.3%
M
855
MOTCO
Texas
$1.39M
CWA
856
Clearview Wealth Advisors
Oregon
$1.39M +$1.22M +8,059 +744%
BMWM
857
Brown Miller Wealth Management
Virginia
$1.39M +$730K +4,805 +111%
NA
858
Nottingham Advisors
New York
$1.39M -$50.1K -330 -3%
SBH
859
Segall Bryant & Hamill
Illinois
$1.39M -$239K -1,578 -15%
CFA
860
CWS Financial Advisors
Michigan
$1.38M -$2.91M -19,774 -68%
BWM
861
Birchcreek Wealth Management
Ohio
$1.37M -$36.3K -239 -3%
GP
862
Greenline Partners
New York
$1.37M
RC
863
Roundview Capital
New Jersey
$1.37M +$130K +857 +11%
WSTAM
864
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$345K -2,269 -20%
Barclays
865
Barclays
United Kingdom
$1.34M +$1.33M +8,730 +8,083%
ESB
866
Essex Savings Bank
Connecticut
$1.33M -$29.6K -195 -2%
MWM
867
Mission Wealth Management
California
$1.33M -$54.5K -359 -4%
SIA
868
Sage Investment Advisers
New York
$1.32M -$7.9K -52 -0.6%
CAAM
869
Cornerstone Advisors Asset Management
Pennsylvania
$1.31M +$249K +1,638 +23%
DWT
870
Dorsey & Whitney Trust
South Dakota
$1.31M -$34K -224 -3%
MWM
871
Moulton Wealth Management
Washington
$1.31M -$11.2K -72 -0.8%
APW
872
Austin Private Wealth
Texas
$1.31M -$648K -4,269 -33%
ICM
873
IMS Capital Management
Oregon
$1.3M +$49.5K +326 +4%
DC
874
Darrow Company
Massachusetts
$1.3M -$27.3K -180 -2%
AWM
875
Avior Wealth Management
Nebraska
$1.3M -$232K -1,526 -15%