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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 %
OFG
1451
Oxford Financial Group
Indiana
$300K -$22.2K -146 -7%
SDAM
1452
Shulman DeMeo Asset Management
New York
$298K +$607 +4 +0.2%
SAM
1453
Seelaus Asset Management
New Jersey
$298K +$9.43K +62 +3%
IWS
1454
Insight Wealth Strategies
California
$297K +$1.37K +9 +0.5%
GP
1455
Girard Partners
Pennsylvania
$297K -$408K -2,690 -58%
FFP
1456
FourThought Financial Partners
Florida
$297K +$297K +1,953 New
GFWA
1457
Grey Fox Wealth Advisors
Delaware
$294K +$294K +1,935 New
TT
1458
TI-Trust
Illinois
$292K
NLG
1459
New Legacy Group
New York
$292K
AMCA
1460
Arthur M. Cohen & Associates
Illinois
$292K
TI
1461
Truepoint Inc
Ohio
$290K -$1.13M -7,439 -80%
OPA
1462
Old Port Advisors
Maine
$290K
FAM
1463
Family Asset Management
South Carolina
$290K +$290K +1,907 New
APW
1464
Aurora Private Wealth
New Jersey
$289K -$91K -599 -24%
GLR
1465
Great Lakes Retirement
Ohio
$289K +$289K +1,901 New
BIA
1466
Benchmark Investment Advisors
Illinois
$288K +$15.6K +103 +6%
IA
1467
IFG Advisors
Missouri
$287K +$287K +1,890 New
WE
1468
Wealth Effects
Massachusetts
$286K +$286K +1,885 New
SAM
1469
Silvercrest Asset Management
New York
$286K -$6.07K -40 -2%
1832 Asset Management
1470
1832 Asset Management
Ontario, Canada
$285K -$101K -663 -26%
ACA
1471
Anchor Capital Advisors
Massachusetts
$285K
I
1472
INVST
Indiana
$284K -$8.28K -53 -3%
WCAMG
1473
Woodard & Company Asset Management Group
North Carolina
$283K -$1.52K -10 -0.5%
TI
1474
tru Independence
Oregon
$283K +$607 +4 +0.2%
IFPL
1475
Investments & Financial Planning LLC
Kentucky
$283K +$283K +1,864 New