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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 %
TIA
1026
Traphagen Investment Advisors
New Jersey
$894K +$1.52K +10 +0.2%
SEIA
1027
Signature Estate & Investment Advisors
California
$892K -$421K -2,772 -32%
QWM
1028
Quaker Wealth Management
New Jersey
$888K -$7.29K -48 -0.8%
WWM
1029
Windsor Wealth Management
Indiana
$886K +$36.2K +234 +4%
NB
1030
Northwest Bancshares
Pennsylvania
$884K
NDSI
1031
Newman Dignan & Sheerar Inc
Rhode Island
$875K -$49.5K -326 -5%
TFA
1032
Triad Financial Advisors
North Carolina
$871K +$19.4K +128 +2%
JCM
1033
Jag Capital Management
Missouri
$867K -$992K -6,534 -53%
FFA
1034
Founders Financial Alliance
North Carolina
$864K +$24.6K +162 +3%
KA
1035
Klingman & Associates
New York
$860K +$47.8K +315 +6%
LL
1036
LWMG LLC
Minnesota
$855K +$855K +5,633 New
FRA
1037
Front Row Advisors
California
$855K -$7.9K -52 -0.9%
MLL
1038
Moody Lynn & Lieberson
Massachusetts
$855K -$3.03K -20 -0.4%
Neuberger Berman Group
1039
Neuberger Berman Group
New York
$849K +$48.4K +319 +6%
DDC
1040
DF Dent & Co
Maryland
$848K
IFWM
1041
Institute for Wealth Management
Colorado
$843K +$17.3K +114 +2%
RF
1042
Rollins Financial
Georgia
$841K +$332K +2,187 +65%
SFG
1043
SNS Financial Group
Minnesota
$837K -$137K -900 -14%
BWP
1044
Baldwin Wealth Partners
Massachusetts
$835K
FFA
1045
Farther Finance Advisors
California
$834K +$834K +5,495 New
GT
1046
Glenview Trust
Kentucky
$831K +$255K +1,677 +44%
LCC
1047
Lincoln Capital Corp
Rhode Island
$828K
FPGK
1048
Financial Partners Group (Kansas)
Kansas
$824K -$122K -773 -13%
Chevy Chase Trust
1049
Chevy Chase Trust
Maryland
$824K +$391K +2,577 +90%
PIA
1050
Perennial Investment Advisors
California
$822K +$607 +4 +0.1%