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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAAS
1051
Capital Asset Advisory Services
Michigan
$674K -$222K -1,551 -25%
MW
1052
Milestone Wealth
New York
$668K +$73.4K +512 +12%
PP
1053
Prudential plc
United Kingdom
$666K +$2.87K +20 +0.4%
TWA
1054
TCI Wealth Advisors
Arizona
$666K +$3.15K +22 +0.5%
FAG
1055
Financial Advisory Group
Texas
$663K +$81.2K +566 +14%
SRC
1056
Sage Rhino Capital
California
$662K
BFA
1057
Beaumont Financial Advisors
Massachusetts
$661K
GT
1058
Greenleaf Trust
Michigan
$661K +$150K +1,043 +29%
IGWM
1059
ICA Group Wealth Management
Colorado
$660K -$56.6K -359 -8%
PFM
1060
Parsec Financial Management
North Carolina
$660K +$52.5K +366 +9%
FNB
1061
Farmers National Bank
Kentucky
$659K +$62.8K +438 +11%
AHC
1062
Anderson Hoagland & Co
Missouri
$657K -$17.8K -122 -3%
CCM
1063
Carlson Capital Management
Minnesota
$657K +$2.58K +18 +0.4%
IWN
1064
Independent Wealth Network
Iowa
$651K -$45.7K -319 -7%
ACP
1065
Arcus Capital Partners
Georgia
$650K -$14.3K -100 -2%
WPC
1066
Wedmont Private Capital
Pennsylvania
$650K +$134K +931 +26%
ES
1067
Eagle Strategies
New York
$646K -$80.3K -560 -11%
WH
1068
Willner & Heller
California
$646K -$13.6K -95 -2%
PP
1069
PrairieView Partners
Minnesota
$641K +$77.5K +540 +14%
SFWA
1070
Summit Financial Wealth Advisors
Louisiana
$637K +$149 +1 +0%
DWM
1071
Dakota Wealth Management
Florida
$636K +$636K +4,430 New
ORC
1072
O'Rourke & Company
Massachusetts
$635K +$5.17K +36 +0.8%
BBPWM
1073
Blue Bell Private Wealth Management
Pennsylvania
$633K -$18.5K -129 -3%
PMFA
1074
Plante Moran Financial Advisors
Michigan
$633K -$4.31K -30 -0.7%
HA
1075
Herold Advisors
New York
$632K +$287 +2 +0%