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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 %
FNC
1301
First National Corp
Massachusetts
$437K -$14.6K -96 -3%
ST
1302
Sageworth Trust
Pennsylvania
$436K +$29.3K +193 +7%
SA
1303
Stewardship Advisors
Pennsylvania
$434K +$434K +2,858 New
BCCM
1304
Bridge Creek Capital Management
Massachusetts
$434K +$6.07K +40 +1%
JC
1305
JB Capital
Connecticut
$433K +$15.6K +103 +4%
BDF
1306
Black Diamond Financial
Maryland
$432K +$607 +4 +0.1%
RBCM
1307
Raub Brock Capital Management
California
$432K +$607 +4 +0.1%
RF
1308
RHS Financial
California
$430K
CA
1309
Crewe Advisors
Utah
$430K -$114K -748 -21%
B
1310
Bailard
California
$429K
APC
1311
Asset Planning Corporation
Tennessee
$428K +$911 +6 +0.2%
DFG
1312
Demars Financial Group
Washington
$426K -$145K -952 -25%
SAM
1313
SignalPoint Asset Management
Missouri
$426K -$4.56K -30 -1%
MPI
1314
Mairs & Power Inc
Minnesota
$424K
AWMG
1315
Alliance Wealth Management Group
New Jersey
$424K +$175K +1,154 +70%
TCM
1316
Towercrest Capital Management
Pennsylvania
$424K +$175K +1,154 +70%
JHCP
1317
Jackson Hole Capital Partners
Oklahoma
$422K
AGP
1318
Autumn Glory Partners
Texas
$422K
FPFS
1319
First Personal Financial Services
North Carolina
$420K
KP
1320
Keel Point
Alabama
$417K +$2.13K +14 +0.5%
MCWS
1321
McKinley Carter Wealth Services
West Virginia
$417K
WPA
1322
West Paces Advisors
Georgia
$415K -$163K -1,075 -28%
TWP
1323
Total Wealth Planning
Ohio
$414K -$911 -6 -0.2%
CHC
1324
City Holding Co
West Virginia
$413K -$28.4K -187 -6%
MAM
1325
McLean Asset Management
Virginia
$413K +$56K +369 +16%