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Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MIAN
126
Mariner Independent Advisor Network
Kansas
$26.6M +$1.54M +10,600 +6%
DT
127
Diversified Trust
Tennessee
$26.5M -$283K -1,976 -1%
CWC
128
Carolinas Wealth Consulting
North Carolina
$25.4M +$1.51M +10,525 +6%
AC
129
ASB Consultores
Florida
$25.3M +$7.48M +52,164 +42%
HFS
130
Howard Financial Services
Texas
$25.3M +$663K +4,618 +3%
AT
131
American Trust
Kentucky
$24.9M -$2.29M -15,943 -8%
ECG
132
Edge Capital Group
Georgia
$24.7M -$1.32M -9,222 -5%
EA
133
Eclectic Associates
California
$24.5M -$1.18M -8,239 -5%
MAC
134
Mason & Associates (California)
California
$24.3M -$1.4M -9,771 -5%
LWMG
135
Levy Wealth Management Group
Pennsylvania
$24.1M +$353K +2,460 +1%
BRWA
136
B. Riley Wealth Advisors
Florida
$24M -$558K -3,891 -2%
SI
137
Stephens Inc
Arkansas
$23.8M +$819K +5,711 +4%
SPIA
138
Steward Partners Investment Advisory
New York
$23.7M +$1.79M +12,486 +8%
CP
139
Corbenic Partners
Pennsylvania
$23.1M -$438K -3,056 -2%
SFG
140
StrategIQ Financial Group
Indiana
$23.1M +$303K +2,113 +1%
FCM
141
Firestone Capital Management
Florida
$23.1M -$741K -5,166 -3%
CAL
142
Capital Advisors Ltd
Ohio
$23M +$32.6K +227 +0.1%
DLDF
143
Dan L. Duncan Foundation
Texas
$22.3M +$2.75M +19,136 +14%
AA
144
Ancora Advisors
Ohio
$22M +$366K +2,550 +2%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$21.7M +$226K +1,578 +1%
BWFA
146
Baltimore-Washington Financial Advisors
Maryland
$21.4M +$6.36M +44,360 +42%
FI
147
FIDELIS iM
Oregon
$21.4M -$1.14M -7,970 -5%
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.3M +$181K +1,262 +0.9%
Northern Trust
149
Northern Trust
Illinois
$21.2M +$2.64M +18,426 +14%
CAWM
150
Capital Advisors Wealth Management
Washington
$21.1M +$3.3M +22,990 +18%