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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 %
ICG
1201
InterOcean Capital Group
Tennessee
$562K +$70.8K +466 +14%
FNBOO
1202
First National Bank of Omaha
Nebraska
$560K
GCM
1203
Gunderson Capital Management
South Carolina
$559K +$559K +3,680 New
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$557K -$59.5K -392 -10%
1W
1205
1776 Wealth
Georgia
$557K +$760 +5 +0.1%
AIS
1206
AM Investment Strategies
Tennessee
$555K +$555K +3,658 New
PSF
1207
Pacific Sun Financial
California
$555K
RCM
1208
Radnor Capital Management
Pennsylvania
$554K
PPW
1209
Pasadena Private Wealth
California
$551K -$35.4K -233 -6%
SDWMA
1210
Schneider Downs Wealth Management Advisors
Pennsylvania
$548K +$193K +1,269 +54%
SWM
1211
Stockman Wealth Management
Montana
$548K
SWM
1212
Seaside Wealth Management
California
$547K +$3.19K +21 +0.6%
BWM
1213
BCS Wealth Management
Tennessee
$547K
KSWA
1214
Kathleen S. Wright Associates
Pennsylvania
$547K +$82.4K +543 +18%
OCPWS
1215
One Charles Private Wealth Services
Massachusetts
$545K +$304 +2 +0.1%
CRWM
1216
Castle Rock Wealth Management
California
$543K +$89.7K +577 +20%
FA
1217
Financial Alternatives
California
$543K +$543K +3,576 New
WWG
1218
West Wealth Group
California
$542K -$88.1K -580 -14%
SWA
1219
SFMG Wealth Advisors
Texas
$541K +$187K +1,231 +53%
HCM
1220
Howland Capital Management
Massachusetts
$541K -$19K -125 -3%
RSA
1221
River Street Advisors
Illinois
$537K +$537K +3,534 New
SMA
1222
Sage Mountain Advisors
Georgia
$536K +$58.9K +388 +12%
APIM
1223
Agate Pass Investment Management
Washington
$535K -$10.2K -67 -2%
VNA
1224
Valley National Advisers
Pennsylvania
$533K -$2.18K -14 -0.4%
LIA
1225
LBMC Investment Advisors
Tennessee
$532K +$31.6K +208 +6%