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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 %
CPSAC
1251
Chas P. Smith & Associates (CPS)
Florida
$509K
FAN
1252
Financial Advisors Network
California
$506K -$1.97K -13 -0.4%
SCA
1253
Scott Capital Advisors
Oregon
$506K +$8.2K +54 +2%
VIM
1254
Vista Investment Management
Pennsylvania
$501K +$3.19K +21 +0.6%
HFS
1255
Heritage Financial Services
Massachusetts
$501K +$10K +66 +2%
B
1256
Bensler
Washington
$499K +$6.68K +44 +1%
TCOO
1257
Trust Company of Oklahoma
Oklahoma
$497K
SFG
1258
Summit Financial Group
West Virginia
$497K
ML
1259
McAdam LLC
Pennsylvania
$495K -$116K -673 -19%
RIM
1260
Rockbridge Investment Management
New York
$494K -$21.9K -144 -4%
TWM
1261
Thrive Wealth Management
Pennsylvania
$491K +$51.6K +340 +12%
CA
1262
Carson Advisory
Georgia
$490K +$79.1K +521 +19%
EIP
1263
Ellis Investment Partners
Pennsylvania
$490K +$10.9K +72 +2%
PCA
1264
Pallas Capital Advisors
Massachusetts
$488K +$488K +3,180 New
WB
1265
Webster Bank
Connecticut
$488K -$48.1K -317 -9%
BFP
1266
Beacon Financial Planning
Massachusetts
$486K +$486K +3,202 New
GWAM
1267
Guardian Wealth Advisors (Minnesota)
Minnesota
$485K
SFB
1268
STAR Financial Bank
Indiana
$482K +$482K +3,172 New
LWP
1269
LMG Wealth Partners
Louisiana
$481K +$481K +3,092 New
PA
1270
Parkside Advisors
California
$477K +$8.35K +55 +2%
OBGC
1271
O'Brien Greene & Co
Pennsylvania
$476K -$945K -6,215 -66%
BBPWM
1272
Blue Bell Private Wealth Management
Pennsylvania
$474K -$23.8K -157 -5%
CL
1273
Choreo LLC
Illinois
$471K
S
1274
SimplyRich
California
$471K
FW
1275
FirstPurpose Wealth
Utah
$470K +$5.62K +37 +1%