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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 %
CWM
1426
Calamos Wealth Management
Illinois
$318K
CCB
1427
Cutter & Co Brokerage
Missouri
$318K +$3.19K +21 +1%
SPWG
1428
Syntegra Private Wealth Group
Missouri
$318K +$318K +2,096 New
SFP
1429
Shepherd Financial Partners
Massachusetts
$318K +$41.3K +272 +15%
LHWM
1430
Lake Hills Wealth Management
Texas
$318K +$318K +2,093 New
WG
1431
Welch Group
Alabama
$317K +$1.06K +7 +0.3%
FWM
1432
Finer Wealth Management
Massachusetts
$316K
TCM
1433
Triumph Capital Management
Colorado
$313K +$2.28K +15 +0.7%
Belvedere Trading
1434
Belvedere Trading
Illinois
$311K +$311K +2,050 New
TSWM
1435
Tyler-Stone Wealth Management
Ohio
$311K
CCM
1436
Crew Capital Management
Ohio
$310K -$484K -3,190 -61%
TFA
1437
Teamwork Financial Advisors
Texas
$309K +$309K +2,035 New
C
1438
Certuity
Florida
$309K -$56.5K -372 -15%
BF
1439
Blankinship & Foster
California
$308K
AW
1440
Apricus Wealth
South Carolina
$308K
BC
1441
Barnett & Company
Tennessee
$307K -$1.52K -10 -0.5%
HTHT
1442
Hemenway Trust Hemenway Trust
New Hampshire
$306K
CSWG
1443
Cardinal Strategic Wealth Guidance
Kentucky
$304K +$27.5K +181 +10%
HI
1444
Hendershot Investments
Virginia
$304K +$68.6K +452 +29%
LC
1445
Landaas & Company
Wisconsin
$304K +$304K +2,000 New
DP
1446
Denver PWM
Colorado
$304K
LCM
1447
LVM Capital Management
Michigan
$302K
AR
1448
Apeiron RIA
Texas
$301K +$21.9K +144 +8%
CWA
1449
Continuum Wealth Advisors
New York
$300K +$300K +1,978 New
MCM
1450
Mattern Capital Management
Colorado
$300K