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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 %
DFG
1276
Demars Financial Group
Washington
$430K -$2.62K -17 -0.6%
TCM
1277
Towercrest Capital Management
Pennsylvania
$430K
AWMG
1278
Alliance Wealth Management Group
New Jersey
$430K
RA
1279
Rise Advisors
New York
$430K -$14.6K -95 -3%
CA
1280
CapWealth Advisors
Tennessee
$430K -$178K -1,153 -29%
AGP
1281
Autumn Glory Partners
Texas
$428K
LCM
1282
LVM Capital Management
Michigan
$427K +$121K +785 +40%
FWI
1283
Facet Wealth Inc
Maryland
$427K -$11.6K -75 -3%
WFA
1284
Websterrogers Financial Advisors
South Carolina
$426K +$76.2K +495 +22%
CDH
1285
Charles D. Hyman
$425K +$25.9K +168 +6%
SLA
1286
Silver Lake Advisory
Utah
$425K +$425K +2,758 New
JHCP
1287
Jackson Hole Capital Partners
Oklahoma
$425K -$3.85K -25 -0.9%
RSA
1288
River Street Advisors
Illinois
$424K -$120K -778 -22%
TWP
1289
Total Wealth Planning
Ohio
$422K +$2K +13 +0.5%
GI
1290
Gradient Investments
Minnesota
$421K +$68.8K +447 +20%
AFG
1291
Atomi Financial Group
New York
$421K +$421K +2,733 New
MAM
1292
McLean Asset Management
Virginia
$419K +$462 +3 +0.1%
AP
1293
Adero Partners
California
$418K
NGA
1294
Naples Global Advisors
Florida
$416K +$47K +305 +13%
BIM
1295
Bridges Investment Management
Nebraska
$416K -$335K -2,172 -45%
OL
1296
Optas LLC
Texas
$416K +$5.7K +37 +1%
MWM
1297
MBE Wealth Management
Wisconsin
$416K
TW
1298
Transform Wealth
Colorado
$415K +$46.5K +302 +13%
DI
1299
DFPG Investments
Utah
$415K +$52.4K +340 +14%
MF
1300
Montis Financial
Massachusetts
$415K