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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.

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 Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$45.5M 299,705 +231,327 +338%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$45.5M 299,450 +5,807 +2%
BFS
78
Bard Financial Services
Connecticut
$44.1M 290,489 -775 -0.3%
BPA
79
Beacon Pointe Advisors
California
$43.6M 287,204 +27,570 +11%
EH
80
Equitable Holdings
New York
$42.7M 281,012 +94,563 +51%
IC
81
IEQ Capital
California
$42.4M 279,501 +2,102 +0.8%
CAN
82
Cetera Advisor Networks
California
$42.1M 277,307 +41,935 +18%
DADC
83
D.A. Davidson & Co
Montana
$40.7M 267,759 -5,253 -2%
PMG
84
ProVise Management Group
Florida
$40.3M 265,696 +4,216 +2%
HTC
85
Haverford Trust Company
Pennsylvania
$39.7M 261,472 +2,609 +1%
PA
86
Planning Alternatives
Michigan
$38.5M 253,547 -10,984 -4%
EK
87
Evensky & Katz
Florida
$38.1M 251,230 +2,717 +1%
AFA
88
American Financial Advisors
Georgia
$38M 250,193 +269 +0.1%
RCA
89
Resonant Capital Advisors
Wisconsin
$37.9M 249,471 +8,993 +4%
US Bancorp
90
US Bancorp
Minnesota
$37.8M 248,851 +13,933 +6%
KFAA
91
Klaas Financial Asset Advisors
Illinois
$37.7M 248,383 -4,315 -2%
MA
92
Mosaic Advisors
Texas
$37.7M 248,084 -33,846 -12%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$36.9M 243,175 +763 +0.3%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$36.8M 242,244 +27,743 +13%
CWM
95
Connecticut Wealth Management
Connecticut
$36.6M 240,989 -218 -0.1%
ZB
96
Zions Bancorporation
Utah
$36.1M 237,851 +96,391 +68%
EGA
97
E&G Advisors
Texas
$36M 237,404 -2,097 -0.9%
MA
98
MJP Associates
Connecticut
$35.7M 235,229 -35,595 -13%
JFA
99
JNBA Financial Advisors
Minnesota
$35.5M 233,659 -4,920 -2%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$34.8M 225,680 -124,948 -36%