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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 %
PP
976
Patten & Patten
Tennessee
$985K +$117K +770 +13%
EP
977
Eudaimonia Partners
Tennessee
$984K +$6.68K +44 +0.7%
LMKC
978
L.M. Kohn & Company
Ohio
$981K -$40.7K -268 -4%
CIAS
979
Capital Investment Advisory Services
North Carolina
$978K -$42.8K -282 -4%
CHA
980
Cooper/Haims Advisors
New York
$977K
NFG
981
Nadler Financial Group
Illinois
$970K -$83.5K -550 -8%
CWM
982
Cranbrook Wealth Management
Michigan
$967K -$99.5K -655 -9%
SSC
983
Syverson Strege & Co
Iowa
$962K
FFG
984
Ford Financial Group
California
$960K +$607 +4 +0.1%
HBW
985
Hazlett, Burt & Watson
West Virginia
$959K +$61.8K +407 +7%
MAG
986
Mayfair Advisory Group
Alabama
$956K -$37K -240 -4%
PCM
987
Piedmont Capital Management
Montana
$956K -$85.7K -564 -8%
CF
988
Cantor Fitzgerald
New York
$955K
LBC
989
Lowe Brockenbrough & Co
Virginia
$955K
NWM
990
Northwest Wealth Management
Iowa
$953K -$10.8K -71 -1%
CC
991
Chicago Capital
Illinois
$951K
SIA
992
Schechter Investment Advisors
Michigan
$951K +$54.8K +361 +6%
FB
993
First Bancorp
Maine
$950K -$106K -700 -10%
WAM
994
WNY Asset Management
New York
$950K +$152 +1 +0%
BCM
995
Brookmont Capital Management
Texas
$947K +$199K +1,308 +27%
NED
996
Nancy E. Dempze
$946K -$48.1K -317 -5%
BST
997
Bath Savings Trust
Maine
$941K +$58.2K +383 +7%
CW
998
CIC Wealth
Maryland
$938K +$938K +6,175 New
GG
999
Gofen & Glossberg
Illinois
$937K +$19.9K +131 +2%
CFO
1000
Custos Family Office
Texas
$936K +$936K +6,166 New