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Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
126
Howard Financial Services
Texas
$24.9M +$1.03M +7,627 +4%
SPIA
127
Steward Partners Investment Advisory
New York
$24.3M +$1.99M +14,693 +9%
CWC
128
Carolinas Wealth Consulting
North Carolina
$24.3M +$375K +2,777 +2%
AC
129
ASB Consultores
Florida
$23.9M -$11.5K -85 -0%
BRWA
130
B. Riley Wealth Advisors
Florida
$23.8M +$1.21M +8,964 +5%
AAS
131
Ameritas Advisory Services
Nebraska
$23.6M -$1.73M -12,824 -7%
FM
132
Family Management
New York
$23.3M +$9.42M +69,707 +68%
ECG
133
Edge Capital Group
Georgia
$23.2M -$87.2K -645 -0.4%
EA
134
Eclectic Associates
California
$23M -$108K -798 -0.5%
SFG
135
StrategIQ Financial Group
Indiana
$22.6M +$824K +6,097 +4%
Northern Trust
136
Northern Trust
Illinois
$22.6M +$2.56M +18,976 +13%
MAC
137
Mason & Associates (California)
California
$22.3M -$585K -4,328 -3%
RC
138
Rovin Capital
Arizona
$22M +$3.95M +29,228 +22%
CAL
139
Capital Advisors Ltd
Ohio
$21.9M +$268K +1,986 +1%
TVAMP
140
Tennessee Valley Asset Management Partners
Tennessee
$21.8M -$6.23M -46,090 -22%
FCM
141
Firestone Capital Management
Florida
$21.7M +$31.1K +230 +0.1%
AT
142
American Trust
Kentucky
$21.5M -$1.95M -14,436 -8%
SI
143
Stephens Inc
Arkansas
$21.5M -$924K -6,833 -4%
AP
144
Arlington Partners
Alabama
$21.3M -$16.2M -119,549 -43%
CAWM
145
Capital Advisors Wealth Management
Washington
$21.2M +$1.29M +9,578 +6%
AA
146
Ancora Advisors
Ohio
$20.7M -$31.2K -231 -0.2%
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.6M +$539K +3,988 +3%
FI
148
FIDELIS iM
Oregon
$20.5M +$359K +2,654 +2%
GLLW
149
Graves Light Lenhart Wealth
Virginia
$20.5M -$11.8K -87 -0.1%
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
$20.1M +$584K +4,318 +3%