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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 %
IF
901
IRON Financial
Illinois
$1.23M -$312K -2,057 -20%
BA
902
Bluesphere Advisors
Pennsylvania
$1.22M +$39.3K +259 +3%
KTA
903
Keeley-Teton Advisors
Illinois
$1.22M
SWP
904
Summit Wealth Partners
Florida
$1.21M +$911 +6 +0.1%
CMBA
905
C.M. Bidwell & Associates
Hawaii
$1.21M -$152 -1 -0%
PCS
906
Personal CFO Solutions
New Jersey
$1.21M -$187K -1,233 -13%
GG
907
Gleason Group
Kentucky
$1.2M +$6.99K +46 +0.6%
VCM
908
Vivaldi Capital Management
Illinois
$1.2M +$3.71K +24 +0.3%
CWMGP
909
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.2M -$8.35K -55 -0.7%
MSAM
910
Moloney Securities Asset Management
Missouri
$1.2M +$197K +1,297 +20%
BAG
911
Bridgewealth Advisory Group
California
$1.2M +$1.2M +7,881 New
VV
912
Verity & Verity
South Carolina
$1.19M +$119K +786 +11%
GCM
913
Gallacher Capital Management
Colorado
$1.19M +$1.19M +7,846 New
AWM
914
Apollon Wealth Management
South Carolina
$1.19M +$36.7K +242 +3%
AP
915
Americana Partners
Texas
$1.18M
SWP
916
Strategic Wealth Partners
Ohio
$1.17M
PAWA
917
Palo Alto Wealth Advisors
California
$1.17M +$1.17M +7,695 New
HGWM
918
Horst & Graben Wealth Management
Oregon
$1.17M +$4.86K +32 +0.4%
EFG
919
Ethos Financial Group
Pennsylvania
$1.17M +$1.17M +7,322 New
OWM
920
OneAscent Wealth Management
Alabama
$1.17M +$21.6K +142 +2%
PFP
921
Paragon Financial Partners
California
$1.15M -$8.35K -55 -0.7%
CB
922
Community Bank
New York
$1.15M -$7.59K -50 -0.7%
OSNBOA
923
Old Second National Bank of Aurora
Illinois
$1.15M +$876K +5,769 +321%
FPAS
924
Focus Partners Advisor Solutions
Missouri
$1.15M +$59.2K +390 +5%
TW
925
Towerpoint Wealth
California
$1.14M +$6.07K +40 +0.5%