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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.

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 Market Value Shares Shares
Change
Shares
Change %
Twin Tree Management
101
Twin Tree Management
Texas
$32M 222,735 +184,507 +483%
KIM
102
Karpus Investment Management
New York
$31.6M 220,030 +220,030 New
CL
103
CPWM LLC
Washington
$31.4M 218,936 -4,559 -2%
BP
104
Ballentine Partners
Massachusetts
$31.3M 218,129
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$31.2M 217,679 +4,242 +2%
WA
106
Wealth Architects
California
$31.2M 217,359 -1,023 -0.5%
BWM
107
BerganKDV Wealth Management
Minnesota
$31M 216,009 +5,754 +3%
TCM
108
TD Capital Management
Tennessee
$30.5M 212,669 +1,494 +0.7%
PFO
109
Pathstone Family Office
New Jersey
$30.3M 210,967 +17,017 +9%
Prudential Financial
110
Prudential Financial
New Jersey
$30.3M 210,324 +177,953 +550%
US Bancorp
111
US Bancorp
Minnesota
$30.2M 210,158 +42,159 +25%
TVAMP
112
Tennessee Valley Asset Management Partners
Tennessee
$29.8M 207,402 +6,148 +3%
SFA
113
Seneca Financial Advisors
New York
$29.7M 207,138 -2,568 -1%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$29.7M 206,902 +4,002 +2%
M&T Bank
115
M&T Bank
New York
$29.5M 208,242 +14,099 +7%
CAN
116
Cetera Advisor Networks
California
$29.2M 203,493 +30,140 +17%
PP
117
PDS Planning
Ohio
$28.7M 200,383 +7,008 +4%
BCM
118
Brookstone Capital Management
Illinois
$28.6M 196,026 -8,462 -4%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$27.8M 193,853 +4,161 +2%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$27.7M 192,960 -385 -0.2%
NA
121
NewEdge Advisors
Louisiana
$27.5M 191,748 +19,364 +11%
WWM
122
Western Wealth Management
Colorado
$27.3M 190,593 +2,610 +1%
AAS
123
Ameritas Advisory Services
Nebraska
$26.9M 187,332 +23,529 +14%
PI
124
PFS Investments
Georgia
$26.8M 186,988 -8,414 -4%
EH
125
Equitable Holdings
New York
$26.7M 186,053 +295 +0.2%