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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
1476
Cannon Financial Strategists
Georgia
$289K +$6.01K +37 +2%
HVP
1477
Hudson Value Partners
Florida
$288K -$3.57K -22 -1%
WAM
1478
Walker Asset Management
Missouri
$288K
TCWA
1479
Ten Capital Wealth Advisors
Washington
$288K
BFG
1480
Berger Financial Group
Minnesota
$288K +$8.28K +51 +3%
CD
1481
Chapin Davis
Maryland
$287K
VDBMI
1482
Van Den Berg Management I
Texas
$286K -$6.17K -38 -2%
MWM
1483
Maripau Wealth Management
Indiana
$285K -$86.9K -535 -23%
CA
1484
Claro Advisors
Massachusetts
$285K -$58.9K -363 -17%
SC
1485
Schubert & Co
Texas
$284K +$21K +129 +8%
BIA
1486
Benchmark Investment Advisors
Illinois
$284K -$162 -1 -0.1%
RVPG
1487
Relative Value Partners Group
$284K +$8.12K +50 +3%
FAM
1488
Family Asset Management
South Carolina
$282K -$12.2K -75 -4%
OWA
1489
Octavia Wealth Advisors
Ohio
$282K
IAMOG
1490
Investors Asset Management of Georgia
Georgia
$281K
CF
1491
Convergence Financial
Missouri
$281K -$20.8K -128 -7%
MCA
1492
Maryland Capital Advisors
Maryland
$281K
SHFP
1493
Second Half Financial Partners
Florida
$280K +$280K +1,725 New
OWA
1494
Outlook Wealth Advisors
Texas
$280K +$280K +1,721 New
DTC
1495
Davidson Trust Company
Washington
$279K
MAWA
1496
Moss Adams Wealth Advisors
Washington
$278K
BHWM
1497
Bay Harbor Wealth Management
Maryland
$278K
CPP
1498
Capasso Planning Partners
South Carolina
$278K -$153K -940 -35%
PWG
1499
Private Wealth Group
Florida
$278K
LC
1500
Lindbrook Capital
California
$277K