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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 %
AW
1401
Apricus Wealth
South Carolina
$328K +$15.4K +100 +5%
TPW
1402
Tiller Private Wealth
Pennsylvania
$328K -$8.47K -55 -3%
CA
1403
Claro Advisors
Massachusetts
$326K -$3.7K -24 -1%
FB
1404
Fulton Bank
Pennsylvania
$325K
NFP
1405
Narus Financial Partners
Utah
$324K +$308 +2 +0.1%
SFP
1406
Shepherd Financial Partners
Massachusetts
$323K +$616 +4 +0.2%
CWM
1407
Calamos Wealth Management
Illinois
$323K
SPWG
1408
Syntegra Private Wealth Group
Missouri
$323K
WG
1409
Welch Group
Alabama
$323K +$924 +6 +0.3%
KWM
1410
Keebeck Wealth Management
Illinois
$322K -$5.24K -34 -2%
AIS
1411
American Investment Services
Massachusetts
$321K
FWM
1412
Finer Wealth Management
Massachusetts
$321K
VCP
1413
Verus Capital Partners
Arizona
$321K -$24.8K -161 -7%
IF
1414
Integrity Financial
Wyoming
$316K +$34.7K +225 +12%
GF
1415
Gries Financial
Ohio
$315K +$84.9K +551 +37%
BF
1416
Blankinship & Foster
California
$313K
DP
1417
Denver PWM
Colorado
$312K
SAM
1418
Seelaus Asset Management
New Jersey
$311K +$3.45K +22 +1%
VPP
1419
Vertex Planning Partners
Illinois
$311K +$28.5K +185 +10%
CCB
1420
Cutter & Co Brokerage
Missouri
$311K -$12.3K -80 -4%
HI
1421
Hendershot Investments
Virginia
$308K
LC
1422
Landaas & Company
Wisconsin
$308K
NCM
1423
NCM Capital Management
New Jersey
$307K -$18.5K -120 -6%
TFA
1424
Teamwork Financial Advisors
Texas
$305K -$8.32K -54 -3%
CWA
1425
Continuum Wealth Advisors
New York
$305K