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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 %
BFC
1401
Bedel Financial Consulting
Indiana
$339K +$3.34K +22 +1%
CANC
1402
Culbertson A N & Co
Virginia
$339K
EWM
1403
EPG Wealth Management
Georgia
$338K +$16.2K +107 +5%
FWM
1404
Fingerlakes Wealth Management
New York
$337K +$1.82K +12 +0.5%
M
1405
MYeCFO
California
$337K +$337K +2,219 New
AFS
1406
Access Financial Services
Minnesota
$337K
AIM
1407
Aspen Investment Management
Michigan
$335K
WMP
1408
Wealth Management Partners
Arizona
$335K
AIP
1409
Ahrens Investment Partners
Louisiana
$335K
ERIC
1410
Eagle Rock Investment Company
Georgia
$334K
DA
1411
Doliver Advisors
Texas
$334K -$15.2K -100 -4%
HIC
1412
Holderness Investments Company
North Carolina
$332K -$191K -1,257 -36%
TLFA
1413
True Link Financial Advisors
California
$332K +$6.68K +44 +2%
TPW
1414
Tiller Private Wealth
Pennsylvania
$331K
BCG
1415
Breakwater Capital Group
New Jersey
$331K +$331K +2,180 New
EWG
1416
Executive Wealth Group
Washington
$329K
RWM
1417
Rockwood Wealth Management
Pennsylvania
$328K +$29.9K +197 +10%
AI
1418
Accredited Investors
Minnesota
$326K -$2.58K -17 -0.8%
SCA
1419
Stonebridge Capital Advisors
Minnesota
$325K -$14.4K -95 -4%
CA
1420
Claro Advisors
Massachusetts
$325K +$14.9K +98 +5%
KWM
1421
Keebeck Wealth Management
Illinois
$323K -$1.97K -13 -0.6%
AIS
1422
American Investment Services
Massachusetts
$321K +$321K +2,116 New
NCM
1423
NCM Capital Management
New Jersey
$321K
FB
1424
Fulton Bank
Pennsylvania
$321K +$58.8K +387 +22%
NFP
1425
Narus Financial Partners
Utah
$319K +$23.5K +155 +8%