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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 %
BAM
1351
Baldrige Asset Management
Pennsylvania
$390K +$9.87K +65 +3%
PEA
1352
Park Edge Advisors
Ohio
$389K +$389K +2,565 New
ABLA
1353
Alan B. Lancz & Associates
Ohio
$389K +$3.13K +20 +0.8%
SIMG
1354
Sonora Investment Management Group
Arizona
$386K +$74.2K +489 +24%
IAP
1355
Indie Asset Partners
Indiana
$384K
TSS
1356
Two Sigma Securities
New York
$382K +$382K +2,517 New
ES
1357
ETF Store
Kansas
$381K +$17.4K +112 +5%
RP
1358
Rowlandmiller & Partners
Georgia
$379K
BAAM
1359
Baker Avenue Asset Management
California
$378K -$7.14K -47 -2%
BFIC
1360
Bedell Frazier Investment Counselling
California
$377K
TLA
1361
Tanglewood Legacy Advisors
Texas
$377K +$377K +2,481 New
CIG
1362
Cairn Investment Group
Washington
$376K -$88.9K -585 -19%
SIC
1363
Sterling Investment Counsel
New York
$375K
OAM
1364
Oak Asset Management
California
$375K
SEP
1365
Southland Equity Partners
Missouri
$374K -$14.1K -93 -4%
CSIC
1366
Clifford Swan Investment Counsel
California
$372K
OA
1367
Operose Advisors
Wisconsin
$372K +$153K +1,005 +70%
DI
1368
DFPG Investments
Utah
$368K +$368K +2,357 New
TW
1369
Transform Wealth
Colorado
$364K -$46K -303 -11%
NGA
1370
Naples Global Advisors
Florida
$364K +$13.7K +90 +4%
HCA
1371
Heck Capital Advisors
Wisconsin
$363K +$153K +1,010 +73%
EP
1372
Edgestream Partners
New Jersey
$363K +$363K +2,389 New
JWM
1373
Jeppson Wealth Management
California
$360K +$52.5K +346 +17%
PWA
1374
Physician Wealth Advisors
Utah
$360K +$3.72K +24 +1%
WPC
1375
White Pine Capital
Minnesota
$359K