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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 %
DFS
1326
Dixon Fnancial Services
California
$412K
AP
1327
Adero Partners
California
$412K +$93.4K +615 +29%
MWM
1328
MBE Wealth Management
Wisconsin
$410K +$5.47K +36 +1%
MF
1329
Montis Financial
Massachusetts
$409K
AG
1330
Ascent Group
Virginia
$408K +$42.1K +277 +11%
DIA
1331
Dana Investment Advisors
Wisconsin
$405K +$107K +704 +36%
PS
1332
Planned Solutions
California
$405K
DI
1333
Disciplined Investments
Oklahoma
$404K -$5.32K -35 -1%
OL
1334
Optas LLC
Texas
$404K
GWS
1335
Glassman Wealth Services
Virginia
$404K +$225K +1,484 +126%
BMM
1336
Buffington Mohr McNeal
Idaho
$404K +$169K +1,111 +72%
WCF
1337
West Coast Financial
California
$403K
HCM
1338
Hengehold Capital Management
Ohio
$402K +$456 +3 +0.1%
FWM
1339
Focused Wealth Management
New York
$401K
MIAS
1340
Mason Investment Advisory Services
Virginia
$401K
QCG
1341
Quadrant Capital Group
Ohio
$401K -$19.4K -128 -5%
MCM
1342
Mengis Capital Management
Oregon
$399K -$14.5K -96 -4%
WOC
1343
West Oak Capital
California
$399K +$53.2K +350 +15%
TW
1344
TrinityPoint Wealth
Connecticut
$398K
VCM
1345
Virtue Capital Management
Tennessee
$397K -$11.7K -77 -3%
BBA
1346
BLB&B Advisors
Pennsylvania
$395K
CAMG
1347
CWA Asset Management Group
Florida
$394K -$123K -809 -24%
CDH
1348
Charles D. Hyman
$393K -$2.28K -15 -0.6%
PWM
1349
PBMares Wealth Management
Virginia
$392K
BAM
1350
Berkshire Asset Management
Pennsylvania
$391K -$15.3K -101 -4%