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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1376
FDx Advisors
Illinois
$348K
CI
1377
CX Institutional
Indiana
$348K +$82.4K +532 +31%
SFI
1378
SPC Financial Inc
Maryland
$347K
CAG
1379
Compass Advisory Group
New York
$344K +$1.08K +7 +0.3%
FWM
1380
Fingerlakes Wealth Management
New York
$344K +$1.69K +11 +0.5%
CANC
1381
Culbertson A N & Co
Virginia
$344K
AFS
1382
Access Financial Services
Minnesota
$341K
AIM
1383
Aspen Investment Management
Michigan
$341K +$308 +2 +0.1%
WB
1384
Webster Bank
Connecticut
$341K -$155K -1,005 -31%
I
1385
INVST
Indiana
$340K +$56.1K +359 +20%
WMP
1386
Wealth Management Partners
Arizona
$340K +$31.7K +206 +10%
AIP
1387
Ahrens Investment Partners
Louisiana
$339K
CIG
1388
Cairn Investment Group
Washington
$339K -$42.1K -273 -11%
FM
1389
Foster & Motley
Ohio
$338K -$248K -1,610 -42%
HIC
1390
Holderness Investments Company
North Carolina
$338K +$770 +5 +0.2%
AWG
1391
Altus Wealth Group
Colorado
$337K -$17.7K -115 -5%
E
1392
ETFidea
New York
$335K -$10.2K -66 -3%
PCTC
1393
Perkins Coie Trust Company
Washington
$333K +$295K +1,914 +763%
EWG
1394
Executive Wealth Group
Washington
$333K
WPA
1395
West Paces Advisors
Georgia
$333K -$87.8K -570 -21%
RWM
1396
Rockwood Wealth Management
Pennsylvania
$332K
RTL
1397
Red Tortoise LLC
Georgia
$332K -$204K -1,323 -38%
AI
1398
Accredited Investors
Minnesota
$330K +$308 +2 +0.1%
SCA
1399
Stonebridge Capital Advisors
Minnesota
$330K +$154 +1 +0%
ERIC
1400
Eagle Rock Investment Company
Georgia
$330K