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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
1301
Penobscot Investment Management
Massachusetts
$439K +$130K +800 +42%
MF
1302
Montis Financial
Massachusetts
$438K
LWP
1303
LMG Wealth Partners
Louisiana
$438K
TW
1304
Transform Wealth
Colorado
$438K -$2.45K -15 -0.6%
BFP
1305
Beacon Financial Planning
Massachusetts
$435K -$85.3K -525 -16%
AFG
1306
Atomi Financial Group
New York
$435K -$8.61K -53 -2%
CDH
1307
Charles D. Hyman
$433K -$14.5K -89 -3%
CAMG
1308
CWA Asset Management Group
Florida
$432K -$678K -4,172 -61%
OL
1309
Optas LLC
Texas
$432K -$6.01K -37 -1%
LWM
1310
Liberty Wealth Management
California
$432K
RSA
1311
River Street Advisors
Illinois
$432K -$16.1K -99 -4%
MWM
1312
MBE Wealth Management
Wisconsin
$431K -$6.98K -43 -2%
WMP
1313
Wealth Management Partners
Arizona
$431K +$72.4K +446 +20%
AGP
1314
Autumn Glory Partners
Texas
$431K -$20.6K -127 -5%
AWE
1315
Avidian Wealth Enterprises
Texas
$430K -$30.2K -186 -7%
FWM
1316
Focused Wealth Management
New York
$429K
MCM
1317
Mengis Capital Management
Oregon
$428K
DFS
1318
Dixon Fnancial Services
California
$427K
PWA
1319
Physician Wealth Advisors
Utah
$427K +$1.3K +8 +0.3%
WOC
1320
West Oak Capital
California
$426K
DIA
1321
Dana Investment Advisors
Wisconsin
$426K
AT
1322
Arden Trust
Delaware
$426K -$56.7K -349 -12%
TW
1323
TrinityPoint Wealth
Connecticut
$426K
CA
1324
CapWealth Advisors
Tennessee
$425K -$27.6K -170 -6%
FPFS
1325
First Personal Financial Services
North Carolina
$425K