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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 %
SL
1201
Salomon & Ludwin
Virginia
$530K
PCM
1202
Prelude Capital Management
New York
$529K +$529K +3,436 New
CA
1203
Carson Advisory
Georgia
$528K +$30.6K +199 +6%
PCH
1204
PGIM Custom Harvest
New Jersey
$527K -$172K -1,120 -25%
NL
1205
NVWM LLC
Pennsylvania
$527K
RWP
1206
Revolve Wealth Partners
New Jersey
$527K -$94.9K -616 -15%
CAM
1207
Covenant Asset Management
New Jersey
$526K
MFG
1208
Mendota Financial Group
Wisconsin
$525K +$24.3K +150 +5%
SPWM
1209
Schrum Private Wealth Management
Florida
$522K +$1.69K +11 +0.3%
HWM
1210
Hemington Wealth Management
Virginia
$521K -$923 -6 -0.2%
VCP
1211
Vista Capital Partners
Oregon
$519K
SFG
1212
Sage Financial Group
Pennsylvania
$518K -$58.5K -380 -10%
SCA
1213
Scott Capital Advisors
Oregon
$518K +$5.08K +33 +1%
SAM
1214
S.A. Mason
Michigan
$518K -$77.5K -503 -13%
MWP
1215
Meridian Wealth Partners
Pennsylvania
$517K -$7.7K -50 -1%
CPSAC
1216
Chas P. Smith & Associates (CPS)
Florida
$516K
GAM
1217
Gemmer Asset Management
California
$515K -$15.4K -100 -3%
ST
1218
Smithfield Trust
Pennsylvania
$513K -$12.9K -84 -2%
B
1219
Bensler
Washington
$510K +$3.85K +25 +0.8%
FA
1220
Financial Alternatives
California
$508K -$42.4K -275 -8%
FW
1221
FirstPurpose Wealth
Utah
$507K +$30.2K +196 +6%
SFG
1222
Summit Financial Group
West Virginia
$505K +$462 +3 +0.1%
CFG
1223
Carr Financial Group
Massachusetts
$505K -$18.6K -121 -4%
SIC
1224
Samalin Investment Counsel
New York
$505K -$121K -785 -19%
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$504K