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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 %
AssetMark Inc
1501
AssetMark Inc
California
$276K +$179K +1,103 +184%
NA
1502
Navellier & Associates
Nevada
$275K
PWMG
1503
Pioneer Wealth Management Group
Texas
$273K -$2.92K -18 -1%
LFA
1504
Legacy Financial Advisors
Kentucky
$273K
PAI
1505
Pittenger & Anderson Inc
Nebraska
$272K -$23.6K -145 -8%
LA
1506
Lakeside Advisors
Washington
$272K -$8.12K -50 -3%
LFG
1507
Larson Financial Group
Missouri
$271K -$46.4K -286 -15%
HHGA
1508
Halbert Hargrove Global Advisors
California
$270K
IPW
1509
Intergy Private Wealth
Colorado
$269K
DP
1510
Dearborn Partners
Illinois
$266K -$22.6K -139 -8%
FDCC
1511
Foster Dykema Cabot & Co
Massachusetts
$265K
ACA
1512
Anchor Capital Advisors
Massachusetts
$265K -$40.6K -250 -13%
CWM
1513
Cahaba Wealth Management
Georgia
$264K -$31K -191 -11%
LHWM
1514
Lake Hills Wealth Management
Texas
$263K
OCM
1515
Orleans Capital Management
Louisiana
$263K +$8.12K +50 +3%
SXL
1516
Summit X LLC
Missouri
$262K -$975 -6 -0.4%
IAIM
1517
Industrial Alliance Investment Management
Quebec, Canada
$262K -$236K -1,451 -47%
PCM
1518
Pointe Capital Management
Michigan
$261K +$261K +1,609 New
LT
1519
Legacy Trust
Michigan
$260K
ML
1520
Mayport LLC
Massachusetts
$260K
SM
1521
Sensible Money
Arizona
$259K
GCP
1522
Gill Capital Partners
Colorado
$258K +$5.52K +34 +2%
KCM
1523
Kathmere Capital Management
Pennsylvania
$258K +$258K +1,587 New
FCCM
1524
First City Capital Management
Georgia
$256K
EC
1525
Estate Counselors
Wisconsin
$256K +$256K +1,575 New