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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 %
HDIM
1101
Hanson & Doremus Investment Management
Vermont
$587K +$1.15K +8 +0.2%
SCA
1102
Sage Capital Advisors
South Dakota
$586K
SWM
1103
Sugarloaf Wealth Management
Georgia
$585K
GAM
1104
Gemmer Asset Management
California
$582K -$44.9K -313 -7%
WCWM
1105
Willow Creek Wealth Management
California
$580K
GI
1106
Gradient Investments
Minnesota
$577K -$13.1K -91 -2%
W
1107
Wealthquest
Ohio
$577K -$2.15K -15 -0.4%
BCFS
1108
Butensky & Cohen Financial Security
Florida
$574K -$936K -6,529 -62%
GAG
1109
GM Advisory Group
New York
$573K
WSTAM
1110
Wilbanks Smith & Thomas Asset Management
Virginia
$572K +$326K +2,276 +133%
RI
1111
Ridgewood Investments
New Jersey
$567K -$23.5K -164 -4%
AMM
1112
American Money Management
California
$567K +$143 +1 +0%
RIA
1113
Realta Investment Advisors
Delaware
$566K -$371K -2,560 -40%
DWMG
1114
DB Wealth Management Group
California
$564K -$6.03K -42 -1%
FNBOO
1115
First National Bank of Omaha
Nebraska
$560K
SAM
1116
S.A. Mason
Michigan
$558K +$287 +2 +0.1%
LFS
1117
Lutz Financial Services
Nebraska
$558K +$558K +3,890 New
CJL
1118
Cyrus J. Lawrence
New York
$557K +$557K +3,880 New
BC
1119
Bowman & Company
Wisconsin
$557K +$557K +3,881 New
AWM
1120
Altium Wealth Management
New York
$556K -$141K -980 -20%
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$554K -$574K -3,999 -51%
BCM
1122
Boltwood Capital Management
California
$548K
SWM
1123
Seaside Wealth Management
California
$547K +$547K +3,564 New
WPA
1124
West Paces Advisors
Georgia
$546K
GT
1125
Glenview Trust
Kentucky
$544K -$1.58K -11 -0.3%