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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 %
KWS
1076
Keystone Wealth Services
California
$762K +$12.9K +85 +2%
VFP
1077
Verus Financial Partners
Virginia
$761K -$21.1K -135 -3%
MHIC
1078
Marble Harbor Investment Counsel
Massachusetts
$760K +$9.87K +65 +1%
WA
1079
WESPAC Advisors
California
$759K +$2.73K +18 +0.4%
JWBC
1080
John W. Brooker & Co
California
$756K +$87.9K +579 +13%
PWMAG
1081
Pinnacle Wealth Management Advisory Group
New Jersey
$756K -$91K -599 -11%
FAG
1082
Fortitude Advisory Group
Washington
$746K -$43K -283 -5%
LTI
1083
Laffer Tengler Investments
Tennessee
$744K +$435K +2,865 +141%
BIM
1084
Bridges Investment Management
Nebraska
$740K
TA
1085
TruWealth Advisors
Louisiana
$739K -$272K -1,788 -27%
MG
1086
Mather Group
Illinois
$733K +$3.49K +23 +0.5%
NEWAS
1087
N.E.W. Advisory Services
Wisconsin
$731K +$110K +726 +18%
AWA
1088
Arkadios Wealth Advisors
Georgia
$730K -$5.32K -35 -0.7%
AFG
1089
AFS Financial Group
Maryland
$726K +$726K +4,779 New
Walleye Trading
1090
Walleye Trading
New York
$725K +$725K +4,777 New
FAG
1091
Financial Advisory Group
Texas
$724K -$36.5K -240 -5%
TFS
1092
Thoroughbred Financial Services
Tennessee
$719K +$80K +527 +13%
MWM
1093
Madison Wealth Management
Ohio
$718K +$269K +1,769 +60%
KC
1094
Kenfarb & Co
Kentucky
$714K -$2.28K -15 -0.3%
IP
1095
Ignite Planners
California
$714K +$714K +4,597 New
JIP
1096
Jaffetilchin Investment Partners
Florida
$712K +$3.49K +23 +0.5%
FG
1097
Fiduciary Group
Georgia
$711K
SS
1098
Simplicity Solutions
Minnesota
$708K -$244K -1,604 -26%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$708K -$23.1K -152 -3%
FPW
1100
Flagship Private Wealth
Massachusetts
$707K -$19.6K -129 -3%