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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 %
STA
1251
Summit Trail Advisors
New York
$403K +$93.5K +651 +30%
CAG
1252
Compass Advisory Group
New York
$399K -$53.5K -373 -12%
AGP
1253
Autumn Glory Partners
Texas
$399K -$7.04K -49 -2%
JHCP
1254
Jackson Hole Capital Partners
Oklahoma
$399K
DIA
1255
Dana Investment Advisors
Wisconsin
$398K +$122K +850 +44%
FWI
1256
Facet Wealth Inc
Maryland
$397K +$121K +846 +44%
DFS
1257
Dixon Fnancial Services
California
$395K
AG
1258
Ascent Group
Virginia
$392K +$9.2K +60 +2%
FWM
1259
Focused Wealth Management
New York
$391K
MCM
1260
Mengis Capital Management
Oregon
$391K +$14.3K +100 +4%
SSW
1261
Stone Summit Wealth
Florida
$390K
VCM
1262
Virtue Capital Management
Tennessee
$388K
HCM
1263
Hengehold Capital Management
Ohio
$387K -$60K -418 -13%
MF
1264
Montis Financial
Massachusetts
$387K
BAM
1265
Berkshire Asset Management
Pennsylvania
$386K
ST
1266
Sageworth Trust
Pennsylvania
$384K
BHWM
1267
Bay Harbor Wealth Management
Maryland
$383K
PS
1268
Planned Solutions
California
$383K
CPP
1269
Capasso Planning Partners
South Carolina
$382K -$26.7K -186 -7%
OL
1270
Optas LLC
Texas
$382K
WCF
1271
West Coast Financial
California
$381K
MIAS
1272
Mason Investment Advisory Services
Virginia
$379K -$447K -3,119 -54%
CIAS
1273
CFS Investment Advisory Services
New Jersey
$378K -$61M -425,440 -99%
SWA
1274
SFMG Wealth Advisors
Texas
$378K +$93.5K +652 +33%
TI
1275
Trexquant Investment
Connecticut
$378K +$378K +2,632 New