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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 %
ACM
876
AUA Capital Management
Pennsylvania
$1.3M +$114K +749 +10%
ATPW
877
Ashton Thomas Private Wealth
Arizona
$1.3M -$39.6K -261 -3%
BFO
878
Biltmore Family Office
North Carolina
$1.29M
WS
879
Wedbush Securities
California
$1.29M +$130K +856 +11%
IFA
880
Index Fund Advisors
California
$1.28M +$1.28M +8,447 New
SAM
881
Smithbridge Asset Management
Pennsylvania
$1.28M -$1.52K -10 -0.1%
MPW
882
Monterey Private Wealth
California
$1.28M +$9.11K +60 +0.7%
AFG
883
Albion Financial Group
Utah
$1.27M +$12.8K +84 +1%
MAA
884
Mraz Amerine & Associates
California
$1.27M -$223K -1,470 -15%
KFS
885
Kaizen Financial Strategies
California
$1.27M -$161K -1,028 -11%
CCFM
886
Clear Creek Financial Management
Washington
$1.27M -$153K -1,008 -11%
TWA
887
Talisman Wealth Advisors
New Jersey
$1.27M +$1.27M +8,348 New
CWM
888
Congress Wealth Management
Massachusetts
$1.26M +$748K +4,925 +147%
AL
889
ACAS LLC
California
$1.25M +$1.25M +8,247 New
TC
890
TownSquare Capital
Utah
$1.25M +$144K +947 +13%
BCM
891
Bienville Capital Management
New York
$1.25M +$1.22K +8 +0.1%
NRW
892
Nova R Wealth
Kansas
$1.25M -$503K -3,315 -29%
RF
893
Resolute Financial
Massachusetts
$1.25M +$21.1K +139 +2%
PW
894
Peninsula Wealth
California
$1.24M +$3.49K +23 +0.3%
FFS
895
Founders Financial Securities
Maryland
$1.24M -$1.69M -11,143 -58%
SP
896
Successful Portfolios
Florida
$1.24M +$132K +869 +12%
GKWIM
897
Gerber Kawasaki Wealth & Investment Management
California
$1.24M +$9.87K +65 +0.8%
ECG
898
EPIQ Capital Group
California
$1.23M +$7.14K +47 +0.6%
AIA
899
AIMZ Investment Advisors
California
$1.23M
CCA
900
Cora Capital Advisors
New Jersey
$1.23M +$1.23M +8,088 New