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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 %
MCM
1051
Maple Capital Management
Vermont
$821K -$2.93M -19,287 -78%
CAI
1052
Capital Advisors Inc
Oklahoma
$820K
WIP
1053
WealthCare Investment Partners
Rhode Island
$819K -$17.9K -118 -2%
AMM
1054
American Money Management
California
$812K +$211K +1,390 +35%
PFM
1055
Parsec Financial Management
North Carolina
$811K +$84.6K +557 +12%
PPWP
1056
Proquility Private Wealth Partners
Nevada
$810K +$810K +5,335 New
SPI
1057
Santori & Peters Inc
Pennsylvania
$808K +$3.95K +26 +0.5%
CAM
1058
Carret Asset Management
New York
$808K -$4.4K -29 -0.5%
VCM
1059
Versant Capital Management
Arizona
$807K -$651K -4,284 -45%
LRIA
1060
Leonard Rickey Investment Advisors
Washington
$806K -$7.29K -48 -0.9%
WFA
1061
Wells Financial Advisors
Massachusetts
$805K
EP
1062
Essential Planning
New Hampshire
$804K +$556K +4,108 +225%
RCYC
1063
Richard C. Young & Co
Rhode Island
$799K -$35.5K -234 -4%
RA
1064
Rockingstone Advisors
Massachusetts
$799K +$799K +5,260 New
EL
1065
EMFO LLC
Florida
$798K -$93.8K -618 -11%
IAIM
1066
Industrial Alliance Investment Management
Quebec, Canada
$798K -$326K -2,149 -29%
HCM
1067
HMS Capital Management
Tennessee
$791K -$5.16K -34 -0.6%
DWM
1068
Dakota Wealth Management
Florida
$788K -$6.07K -40 -0.8%
CBT
1069
CoreFirst Bank & Trust
Kansas
$785K +$485K +3,196 +162%
WAG
1070
Windsor Advisory Group
Ohio
$784K +$784K +5,165 New
WPC
1071
Wedmont Private Capital
Pennsylvania
$784K +$39.2K +254 +5%
DWM
1072
Darwin Wealth Management
Florida
$782K -$90.1K -575 -10%
IWA
1073
IBEX Wealth Advisors
New Jersey
$778K +$1.97K +13 +0.3%
MFG
1074
Magnus Financial Group
New York
$767K -$12K -79 -2%
BCM
1075
Barometer Capital Management
Ontario, Canada
$767K +$767K +5,050 New