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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 %
OW
1001
Olistico Wealth
Oklahoma
$932K +$932K +6,139 New
EFL
1002
ERn Financial LLC
Wisconsin
$932K -$9.72K -64 -1%
HIF
1003
Hill Island Financial
Michigan
$931K +$14.7K +97 +2%
JCM
1004
Jacobi Capital Management
Pennsylvania
$928K -$32.5K -214 -3%
CP
1005
Capital Planning
Washington
$928K +$145K +953 +18%
TSWM
1006
Triangle Securities Wealth Management
North Carolina
$926K +$172K +1,134 +23%
DWM
1007
Dopkins Wealth Management
New York
$926K +$5.92K +39 +0.6%
PWMG
1008
Prestige Wealth Management Group
New Jersey
$924K +$777K +5,118 +529%
RFN
1009
RDA Financial Network
Iowa
$923K +$92.3K +608 +11%
APWM
1010
Atlas Private Wealth Management
New York
$922K +$152 +1 +0%
GCA
1011
Gradient Capital Advisors
California
$921K +$1.97K +13 +0.2%
WCM
1012
Weik Capital Management
Pennsylvania
$920K +$69.8K +460 +8%
MYIA
1013
Mount Yale Investment Advisors
Colorado
$920K -$5.47K -36 -0.6%
VDI
1014
Vaughan David Investments
Illinois
$919K -$25.5K -168 -3%
TC
1015
Tenret Company
Florida
$917K
EA
1016
Evergreen Advisors
Tennessee
$916K -$258K -1,700 -22%
BC
1017
Bowman & Company
Wisconsin
$916K +$155K +1,021 +20%
CHP
1018
Cable Hill Partners
Oregon
$911K -$166K -1,091 -15%
AIM
1019
Avity Investment Management
Connecticut
$911K -$40.2K -265 -4%
GEA
1020
Glen Eagle Advisors
New Jersey
$910K +$3.95K +26 +0.4%
VFA
1021
Valeo Financial Advisors
Indiana
$907K -$43.9K -289 -5%
PG
1022
Patten Group
Tennessee
$905K -$57.7K -380 -6%
RDFA
1023
Ritter Daniher Financial Advisory
Ohio
$902K +$688K +4,532 +322%
BMD
1024
Better Money Decisions
New Mexico
$902K +$12.8K +84 +1%
CA
1025
CoreCap Advisors
Michigan
$897K +$55.3K +364 +7%