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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 %
CIG
1201
Cairn Investment Group
Washington
$452K -$41.3K -288 -8%
EIP
1202
Ellis Investment Partners
Pennsylvania
$451K +$47.9K +334 +12%
SMA
1203
Sage Mountain Advisors
Georgia
$449K -$143 -1 -0%
PA
1204
Parkside Advisors
California
$448K
WKSWA
1205
White Knight Strategic Wealth Advisors
New Jersey
$447K +$6.75K +47 +2%
BC
1206
Barnett & Company
Tennessee
$446K +$174K +1,211 +64%
CL
1207
Choreo LLC
Illinois
$445K -$176K -1,230 -28%
TW
1208
Transform Wealth
Colorado
$445K -$28.6K -199 -6%
S
1209
SimplyRich
California
$445K
OBGC
1210
O'Brien Greene & Co
Pennsylvania
$445K +$2.01K +14 +0.5%
LPT
1211
Legacy Private Trust
Wisconsin
$440K
WCM
1212
Wealthcare Capital Management
Virginia
$440K
KSWA
1213
Kathleen S. Wright Associates
Pennsylvania
$439K +$431 +3 +0.1%
FPAS
1214
Focus Partners Advisor Solutions
Missouri
$439K +$143K +992 +48%
BTWM
1215
Baker Tilly Wealth Management
Wisconsin
$438K -$244K -1,702 -36%
BDF
1216
Black Diamond Financial
Maryland
$438K -$1.72K -12 -0.4%
YIH
1217
Y-Intercept (HK)
Hong Kong
$438K +$438K +3,051 New
FNWM
1218
Financial Network Wealth Management
Utah
$437K -$57.4K -400 -12%
MJB
1219
Mark J. Bradley
$436K -$4.3K -30 -1%
IWP
1220
Icon Wealth Partners
Texas
$434K
RBCM
1221
Raub Brock Capital Management
California
$431K -$41.8K -291 -9%
CC
1222
Claybrook Capital
Massachusetts
$430K
IAP
1223
Indie Asset Partners
Indiana
$430K
KP
1224
Keel Point
Alabama
$429K +$2.81K +18 +0.7%
RG
1225
Rathbones Group
United Kingdom
$427K -$22.2K -155 -5%