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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 %
MWP
951
Madison Wealth Partners
Wisconsin
$1.06M -$3.95K -26 -0.4%
RRCM
952
Rappaport Reiches Capital Management
Illinois
$1.06M
IF
953
Intrua Financial
Texas
$1.05M -$3.79K -25 -0.4%
MLFP
954
MPS Loria Financial Planners
Illinois
$1.05M -$24K -158 -2%
WMG
955
WESCAP Management Group
California
$1.05M
BS
956
Boenning & Scattergood
Pennsylvania
$1.05M -$212K -1,307 -17%
FFM
957
Flagstone Financial Management
Nebraska
$1.05M +$1.05M +6,916 New
BOTW
958
Bank of the West
California
$1.05M
BL
959
BFSG LLC
California
$1.05M -$33.4K -220 -3%
MTWM
960
Masso Torrence Wealth Management
New Jersey
$1.05M -$242K -1,594 -19%
SF
961
Safeguard Financial
Wisconsin
$1.04M -$171K -1,128 -14%
RZH
962
Relyea Zuckerberg Hanson
Connecticut
$1.04M +$22.6K +149 +2%
OCM
963
Objective Capital Management
Ohio
$1.04M +$4.71K +31 +0.5%
TCA
964
Trifecta Capital Advisors
Illinois
$1.04M +$1.04M +6,817 New
EA
965
Emerald Advisors
Washington
$1.02M -$28.2K -186 -3%
AAM
966
Autus Asset Management
Arizona
$1.02M +$3.65K +24 +0.4%
BC
967
Barrett & Company
Rhode Island
$1.02M
AWE
968
Avidian Wealth Enterprises
Texas
$1.01M +$638K +4,204 +170%
FRA
969
Frank Rimerman Advisors
California
$1.01M +$911 +6 +0.1%
SB
970
Simmons Bank
Arkansas
$1.01M -$133K -875 -12%
SS
971
Sunbelt Securities
Texas
$1.01M -$3.04K -20 -0.3%
MFA
972
Morling Financial Advisors
California
$1M -$4.71K -31 -0.5%
YIA
973
YHB Investment Advisors
Connecticut
$1M -$53.1K -350 -5%
HCM
974
Highview Capital Management
Illinois
$992K
TDC
975
Thompson Davis & Co
Virginia
$989K +$279K +1,836 +39%