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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 %
VCM
1476
Vigilant Capital Management
Maine
$282K +$7.6K +50 +3%
IFPG
1477
Intrepid Financial Planning Group
Indiana
$282K
APG
1478
Abacus Planning Group
South Carolina
$281K -$192K -1,264 -41%
PWM
1479
Palumbo Wealth Management
New York
$281K +$1.06K +7 +0.4%
CA
1480
Calton & Associates
Florida
$280K +$280K +1,842 New
VPP
1481
Vertex Planning Partners
Illinois
$278K +$278K +1,834 New
IF
1482
Integrity Financial
Wyoming
$278K +$278K +1,830 New
NB
1483
NBT Bank
New York
$277K -$607K -4,000 -69%
MWPCG
1484
Measured Wealth Private Client Group
New Hampshire
$277K -$120K -789 -30%
AIM
1485
Anchor Investment Management
South Carolina
$276K -$75.8K -499 -22%
VDBMI
1486
Van Den Berg Management I
Texas
$274K -$19.3K -127 -7%
SOS
1487
Silver Oak Securities
Tennessee
$274K -$155K -1,021 -36%
BSI
1488
Bennett Selby Investments
Maine
$274K -$31.6K -208 -10%
FCM
1489
Fourpath Capital Management
Oklahoma
$274K +$304 +2 +0.1%
NSAM
1490
North Star Asset Management
Wisconsin
$272K -$9.27K -61 -3%
BHB
1491
Bank Hapoalim BM
Israel
$271K
HAS
1492
Holland Advisory Services
Florida
$270K
PWMG
1493
Pioneer Wealth Management Group
Texas
$270K +$270K +1,775 New
HVP
1494
Hudson Value Partners
Florida
$270K
WAM
1495
Walker Asset Management
Missouri
$270K +$4.25K +28 +2%
DP
1496
Dearborn Partners
Illinois
$269K
CD
1497
Chapin Davis
Maryland
$268K +$268K +1,764 New
FA
1498
Fermata Advisors
California
$266K +$5.62K +37 +2%
FWTB
1499
First Western Trust Bank
Colorado
$266K
GAM
1500
Gould Asset Management
California
$265K +$265K +1,745 New