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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 %
FFA
1501
First Foundation Advisors
California
$265K
LFA
1502
Legacy Financial Advisors
Kentucky
$263K -$88.8K -585 -25%
CF
1503
Convergence Financial
Missouri
$263K
MCA
1504
Maryland Capital Advisors
Maryland
$262K
IAMOG
1505
Investors Asset Management of Georgia
Georgia
$262K -$19.7K -130 -7%
LA
1506
Lakeside Advisors
Washington
$262K
OWA
1507
Octavia Wealth Advisors
Ohio
$262K -$3.34K -22 -1%
FTC
1508
Farmers Trust Company
Ohio
$261K
CI
1509
CX Institutional
Indiana
$261K
ACM
1510
AlphaStar Capital Management
North Carolina
$260K -$3.19K -21 -1%
DWM
1511
Denver Wealth Management
Colorado
$260K +$31.1K +205 +14%
SAM
1512
Summit Asset Management
Tennessee
$260K
WF
1513
Welch & Forbes
Massachusetts
$260K -$834K -5,494 -76%
PWG
1514
Private Wealth Group
Florida
$260K +$260K +1,709 New
OCM
1515
One Capital Management
California
$259K -$31.1K -205 -11%
BHWM
1516
Bay Harbor Wealth Management
Maryland
$259K -$147K -967 -36%
LC
1517
Lindbrook Capital
California
$259K -$254K -1,671 -49%
EPA
1518
Element Pointe Advisors
Florida
$258K
IPW
1519
Intergy Private Wealth
Colorado
$258K
MAWA
1520
Moss Adams Wealth Advisors
Washington
$258K +$258K +1,697 New
CWP
1521
Cyndeo Wealth Partners
Florida
$256K +$256K +1,686 New
KIG
1522
Kowal Investment Group
Wisconsin
$256K +$256K +1,685 New
NA
1523
Navellier & Associates
Nevada
$256K +$1.52K +10 +0.6%
BFG
1524
Berger Financial Group
Minnesota
$253K -$16.7K -110 -6%
HHGA
1525
Halbert Hargrove Global Advisors
California
$251K +$1.52K +10 +0.6%