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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 %
TWA
1101
TCI Wealth Advisors
Arizona
$706K +$3.49K +23 +0.5%
CCM
1102
Carlson Capital Management
Minnesota
$701K +$3.19K +21 +0.5%
SRC
1103
Sage Rhino Capital
California
$701K
BIM
1104
Baldwin Investment Management
Pennsylvania
$700K -$62.3K -410 -8%
CAAS
1105
Capital Asset Advisory Services
Michigan
$697K +$109K +720 +19%
BOPW
1106
Brandywine Oak Private Wealth
Pennsylvania
$697K -$442K -2,911 -39%
WWA
1107
WC Walker & Associates
California
$694K +$23.4K +153 +3%
IWN
1108
Independent Wealth Network
Iowa
$690K -$3.8K -25 -0.5%
PCH
1109
PGIM Custom Harvest
New Jersey
$690K +$690K +4,541 New
FEG
1110
Financial Enhancement Group
Indiana
$686K -$70.3K -450 -9%
PCMC
1111
Private Capital Management (Colorado)
Colorado
$686K -$29.5K -194 -4%
Citadel Advisors
1112
Citadel Advisors
Florida
$685K -$3.26M -21,470 -83%
WH
1113
Willner & Heller
California
$684K +$2.89K +19 +0.4%
FWCM
1114
Ferguson Wellman Capital Management
Oregon
$684K +$215K +1,419 +46%
MFWP
1115
Mosaic Family Wealth Partners
Missouri
$683K +$683K +4,498 New
WDL
1116
Well Done LLC
Michigan
$683K
CA
1117
Crane Advisory
California
$681K -$16.9K -111 -2%
AHC
1118
Anderson Hoagland & Co
Missouri
$681K
WFAG
1119
Worth Financial Advisory Group
North Carolina
$678K +$678K +4,465 New
CPO
1120
Cerity Partners OCIO
New York
$678K +$9.72K +64 +1%
SCM
1121
SOL Capital Management
Maryland
$674K
ORC
1122
O'Rourke & Company
Massachusetts
$674K +$1.37K +9 +0.2%
GIM
1123
Goelzer Investment Management
Indiana
$674K -$568K -3,738 -46%
BTW
1124
Boston Trust Walden
Massachusetts
$673K +$447K +2,944 +197%
FFM
1125
Forum Financial Management
Illinois
$673K +$428K +2,817 +174%