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Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BO
76
BRR OpCo
Ohio
$40.7M +$700K +4,879 +2%
MA
77
Mosaic Advisors
Texas
$40.6M -$799K -5,566 -2%
BFS
78
Bard Financial Services
Connecticut
$39.9M +$422K +2,942 +1%
IC
79
IEQ Capital
California
$39.8M -$1.82M -12,679 -4%
B
80
Barings
North Carolina
$39.7M +$698K +4,867 +2%
AP
81
Arlington Partners
Alabama
$39.7M +$710K +4,950 +2%
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$39.3M -$15.6K -96 -0%
HPWM
83
Highland Private Wealth Management
Washington
$39.1M -$405K -2,824 -1%
DADC
84
D.A. Davidson & Co
Montana
$39M +$1.4M +9,730 +4%
PAS
85
Park Avenue Securities
New York
$38.9M -$1.27M -8,818 -3%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$38.7M +$5.88M +40,958 +18%
MA
87
MJP Associates
Connecticut
$38M +$6.59M +45,909 +21%
HTC
88
Haverford Trust Company
Pennsylvania
$38M +$2M +13,919 +6%
PA
89
Planning Alternatives
Michigan
$37.9M +$275K +1,915 +0.7%
PMG
90
ProVise Management Group
Florida
$37.6M -$250K -1,741 -0.7%
BPA
91
Beacon Pointe Advisors
California
$36.3M -$2.95M -20,586 -8%
AFA
92
American Financial Advisors
Georgia
$35.4M -$138K -962 -0.4%
CWM
93
Connecticut Wealth Management
Connecticut
$35.3M -$48.1K -335 -0.1%
EGA
94
E&G Advisors
Texas
$35.2M -$2.05M -14,310 -6%
EK
95
Evensky & Katz
Florida
$35M +$336K +2,345 +1%
KFAA
96
Klaas Financial Asset Advisors
Illinois
$34.8M +$1.6M +11,166 +5%
Two Sigma Investments
97
Two Sigma Investments
New York
$34.5M +$4.43M +30,900 +15%
JFA
98
JNBA Financial Advisors
Minnesota
$34.3M +$717 +5 +0%
RCA
99
Resonant Capital Advisors
Wisconsin
$33M +$786K +5,478 +2%
TWP
100
Transparent Wealth Partners
Arkansas
$32.1M +$32.1M +223,932 New