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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1126
Aureus Asset Management
Massachusetts
$638K -$903K -5,862 -59%
WP
1127
Westmount Partners
California
$634K -$18.6K -121 -3%
RDFA
1128
Ritter Daniher Financial Advisory
Ohio
$632K -$283K -1,837 -31%
FNB
1129
Farmers National Bank
Kentucky
$632K -$17.7K -115 -3%
SCA
1130
Sage Capital Advisors
South Dakota
$629K
HA
1131
HFG Advisors
Ohio
$624K -$50.1K -325 -7%
EP
1132
Essential Planning
New Hampshire
$624K -$249K -1,693 -29%
W
1133
Wealthquest
Ohio
$620K
FNWM
1134
Financial Network Wealth Management
Utah
$615K
MWM
1135
Melfa Wealth Management
Massachusetts
$615K +$2.46K +16 +0.4%
HDIM
1136
Hanson & Doremus Investment Management
Vermont
$611K +$46.6K +303 +8%
RI
1137
Ridgewood Investments
New Jersey
$610K +$308 +2 +0.1%
GT
1138
Greenleaf Trust
Michigan
$608K
GWM
1139
GSB Wealth Management
Connecticut
$608K +$399K +2,589 +191%
CAAS
1140
Capital Asset Advisory Services
Michigan
$608K -$99.2K -644 -14%
GP
1141
Girard Partners
Pennsylvania
$604K +$303K +1,964 +100%
FCIM
1142
Fairview Capital Investment Management
California
$601K
IWM
1143
Integris Wealth Management
California
$600K
ICG
1144
InterOcean Capital Group
Tennessee
$600K +$29.3K +190 +5%
PFG
1145
Pacific Financial Group
Washington
$599K -$22.5K -146 -4%
SFP
1146
Sterling Financial Planning
New Jersey
$597K -$58.5K -380 -9%
WCWM
1147
Willow Creek Wealth Management
California
$595K
BWM
1148
Blossom Wealth Management
California
$594K +$7.86K +51 +1%
MSFP
1149
Mark Sheptoff Financial Planning
Connecticut
$593K +$154 +1 +0%
BCM
1150
Boltwood Capital Management
California
$589K