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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 %
SM
1526
Sensible Money
Arizona
$251K +$251K +1,655 New
AC
1527
Abbrea Capital
California
$251K +$251K +1,652 New
BFWA
1528
Benchmark Financial Wealth Advisors
Florida
$251K -$173K -1,140 -41%
GAM
1529
Grandview Asset Management
Pennsylvania
$250K -$21.9K -144 -8%
KWA
1530
Kellett Wealth Advisors
Ohio
$248K +$152 +1 +0.1%
OFS
1531
Oldfather Financial Services
Nebraska
$248K
CWM
1532
Cahaba Wealth Management
Georgia
$248K +$248K +1,630 New
FDCC
1533
Foster Dykema Cabot & Co
Massachusetts
$247K -$9.7K -64 -4%
SC
1534
Schubert & Co
Texas
$246K
F
1535
F3Logic
Minnesota
$245K -$70.8K -466 -22%
GBS
1536
Gallagher Benefit Services
Illinois
$245K +$245K +1,616 New
WDG
1537
Wealth Dimensions Group
Ohio
$245K
LT
1538
Legacy Trust
Michigan
$243K +$243K +1,603 New
ML
1539
Mayport LLC
Massachusetts
$243K -$15.2K -100 -6%
SJIA
1540
St. James Investment Advisors
New York
$243K +$128K +841 +111%
TAM
1541
Tucker Asset Management
Colorado
$240K -$10.1K -66 -4%
BWM
1542
Bulltick Wealth Management
Florida
$240K -$1.78M -11,730 -88%
OCM
1543
Orleans Capital Management
Louisiana
$238K +$238K +1,570 New
WMA
1544
Wealth Management Associates
New Jersey
$238K
CWM
1545
Cedar Wealth Management
California
$237K -$98.1K -646 -29%
P
1546
&Partners
Tennessee
$237K
DPI
1547
Diversified Portfolios Inc
Michigan
$237K
HCM
1548
Hilton Capital Management
New York
$237K
FCCM
1549
First City Capital Management
Georgia
$237K -$15.6K -103 -6%
PFA
1550
Petra Financial Advisors
Colorado
$237K +$237K +1,559 New