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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 %
GCMG
1226
Gyroscope Capital Management Group
Florida
$531K
BHWA
1227
Beacon Harbor Wealth Advisors
Virginia
$531K +$531K +3,500 New
WCP
1228
Wick Capital Partners
Pennsylvania
$530K -$20.5K -135 -4%
RTL
1229
Red Tortoise LLC
Georgia
$528K +$528K +3,479 New
Jane Street
1230
Jane Street
New York
$528K +$284K +1,867 +116%
SFC
1231
SYM Financial Corp
Indiana
$526K -$378K -2,492 -42%
STA
1232
Summit Trail Advisors
New York
$526K +$101K +668 +24%
NIC
1233
Northwest Investment Counselors
Oregon
$526K
TMWM
1234
Taylor & Morgan Wealth Management
Michigan
$523K -$8.35K -55 -2%
GAM
1235
Gemmer Asset Management
California
$523K -$98.7K -650 -16%
SL
1236
Salomon & Ludwin
Virginia
$523K
RWA
1237
Redmont Wealth Advisors
Illinois
$522K
KCFA
1238
Key Client Fiduciary Advisors
New Jersey
$520K +$22.5K +148 +5%
NL
1239
NVWM LLC
Pennsylvania
$520K
ST
1240
Smithfield Trust
Pennsylvania
$519K +$12.8K +84 +3%
CAM
1241
Covenant Asset Management
New Jersey
$519K
MWP
1242
Meridian Wealth Partners
Pennsylvania
$517K
Two Sigma Investments
1243
Two Sigma Investments
New York
$517K -$35.7M -234,800 -99%
CFG
1244
Carr Financial Group
Massachusetts
$516K +$516K +3,398 New
HWM
1245
Hemington Wealth Management
Virginia
$515K -$297K -1,956 -37%
CRI
1246
Commonwealth Retirement Investments
Virginia
$513K +$513K +3,382 New
SPWM
1247
Schrum Private Wealth Management
Florida
$513K
VCP
1248
Vista Capital Partners
Oregon
$512K +$759 +5 +0.1%
MAA
1249
Matrix Asset Advisors
New York
$511K -$17.3K -114 -3%
Kovitz Investment Group Partners
1250
Kovitz Investment Group Partners
Illinois
$509K -$14.4K -95 -3%