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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
951
Frank Rimerman Advisors
California
$1.03M +$924 +6 +0.1%
AA
952
AlphaQ Advisors
Florida
$1.02M -$2.48M -16,087 -71%
YIA
953
YHB Investment Advisors
Connecticut
$1.02M
PP
954
Patten & Patten
Tennessee
$1.01M +$9.86K +64 +1%
HCM
955
Highview Capital Management
Illinois
$1.01M
WC
956
Wexford Capital
Florida
$1M +$1M +6,524 New
RZH
957
Relyea Zuckerberg Hanson
Connecticut
$1M -$50.8K -330 -5%
HBW
958
Hazlett, Burt & Watson
West Virginia
$998K +$24.9K +162 +3%
PCM
959
Piedmont Capital Management
Montana
$996K +$30.5K +199 +3%
CHA
960
Cooper/Haims Advisors
New York
$990K
BST
961
Bath Savings Trust
Maine
$980K +$26.2K +170 +3%
SSC
962
Syverson Strege & Co
Iowa
$976K
Two Sigma Advisers
963
Two Sigma Advisers
New York
$970K +$970K +6,300 New
KOMWMG
964
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$969K -$1.2M -7,804 -55%
CF
965
Cantor Fitzgerald
New York
$969K
SS
966
Sunbelt Securities
Texas
$968K -$40.6K -267 -4%
CP
967
Capital Planning
Washington
$968K +$26.5K +172 +3%
CC
968
Chicago Capital
Illinois
$965K
EP
969
Eudaimonia Partners
Tennessee
$964K -$33.4K -217 -3%
FB
970
First Bancorp
Maine
$964K
BCM
971
Brookmont Capital Management
Texas
$962K +$1.08K +7 +0.1%
AIM
972
Avity Investment Management
Connecticut
$960K +$36.2K +235 +4%
SF
973
Safeguard Financial
Wisconsin
$960K -$94K -610 -9%
NED
974
Nancy E. Dempze
$960K
HIF
975
Hill Island Financial
Michigan
$957K -$1.56K -10 -0.2%