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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 %
PMFA
1176
Plante Moran Financial Advisors
Michigan
$587K -$344K -2,268 -37%
SAM
1177
S.A. Mason
Michigan
$587K -$3.49K -23 -0.6%
PWLP
1178
Prio Wealth Limited Partnership
Massachusetts
$586K +$15.9K +105 +3%
WB
1179
WesBanco Bank
West Virginia
$586K -$1.03M -6,777 -64%
WCWM
1180
Willow Creek Wealth Management
California
$586K -$27.3K -180 -4%
MSFP
1181
Mark Sheptoff Financial Planning
Connecticut
$585K -$1.37K -9 -0.2%
AF
1182
Advisornet Financial
Minnesota
$583K -$1.51M -9,955 -72%
CMS
1183
Capital Market Strategies
Florida
$583K +$34K +224 +6%
CCT
1184
Capital City Trust
Florida
$581K +$81.4K +536 +16%
BCM
1185
Boltwood Capital Management
California
$580K
BTWM
1186
Baker Tilly Wealth Management
Wisconsin
$579K +$138K +908 +31%
AssetMark Inc
1187
AssetMark Inc
California
$579K +$500K +3,291 +633%
BWM
1188
Blossom Wealth Management
California
$577K +$23.5K +155 +4%
FM
1189
Foster & Motley
Ohio
$577K -$76.6K -505 -12%
YIH
1190
Y-Intercept (HK)
Hong Kong
$576K -$1.6M -10,539 -74%
LFS
1191
Lutz Financial Services
Nebraska
$574K
CNC
1192
Citizens & Northern Corp
Pennsylvania
$573K
SWM
1193
Sugarloaf Wealth Management
Georgia
$573K -$88.8K -585 -13%
MWM
1194
Merriman Wealth Management
Washington
$572K -$217K -1,429 -28%
RIA
1195
Realta Investment Advisors
Delaware
$570K -$18.4K -121 -3%
SIAS
1196
Summit Investment Advisory Services
Minnesota
$570K +$570K +3,753 New
SFG
1197
Sage Financial Group
Pennsylvania
$569K -$54.7K -360 -9%
CJL
1198
Cyrus J. Lawrence
New York
$567K -$9.87K -65 -2%
AWP
1199
Ascent Wealth Partners
New York
$565K -$5.77K -38 -1%
SC
1200
Saiph Capital
New Jersey
$563K -$2.58K -17 -0.5%