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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 %
MCWS
1326
McKinley Carter Wealth Services
West Virginia
$424K -$11.4K -70 -3%
TLA
1327
Tanglewood Legacy Advisors
Texas
$423K +$20K +123 +5%
SSWM
1328
Strait & Sound Wealth Management
California
$423K -$195K -1,198 -32%
DWM
1329
Denver Wealth Management
Colorado
$423K
ES
1330
ETF Store
Kansas
$422K +$17.7K +108 +4%
BBA
1331
BLB&B Advisors
Pennsylvania
$421K -$1.79K -11 -0.4%
GI
1332
Gradient Investments
Minnesota
$420K -$23.9K -147 -5%
KFI
1333
Key Financial Inc
Pennsylvania
$420K
CRWM
1334
Castle Rock Wealth Management
California
$419K +$323 +2 +0.1%
PWM
1335
PBMares Wealth Management
Virginia
$419K
BMM
1336
Buffington Mohr McNeal
Idaho
$418K -$13.3K -82 -3%
BAM
1337
Berkshire Asset Management
Pennsylvania
$418K
JJBC
1338
James J. Burns & Company
New York
$416K +$16.2K +100 +4%
VCP
1339
Verus Capital Partners
Arizona
$415K +$77.1K +475 +23%
AOWM
1340
Alpha Omega Wealth Management
Virginia
$415K
RTL
1341
Red Tortoise LLC
Georgia
$414K +$63.8K +393 +18%
IAP
1342
Indie Asset Partners
Indiana
$411K
BCG
1343
Breakwater Capital Group
New Jersey
$410K +$11K +68 +3%
RI
1344
Rinkey Investments
California
$404K +$139K +853 +52%
ABLA
1345
Alan B. Lancz & Associates
Ohio
$404K
CG
1346
Cynosure Group
Utah
$403K +$403K +2,478 New
SIC
1347
Sterling Investment Counsel
New York
$401K
OAM
1348
Oak Asset Management
California
$401K
EWM
1349
EPG Wealth Management
Georgia
$401K +$32.5K +200 +9%
CSIC
1350
Clifford Swan Investment Counsel
California
$398K