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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 %
WMA
1526
Wealth Management Associates
New Jersey
$254K
TCM
1527
Triumph Capital Management
Colorado
$253K -$15.5K -95 -6%
PFA
1528
Petra Financial Advisors
Colorado
$253K
FF
1529
Francis Financial
$253K
SAM
1530
Strategy Asset Managers
California
$252K
HI
1531
Hendershot Investments
Virginia
$252K -$73.4K -452 -23%
SCP
1532
Shorepoint Capital Partners
Massachusetts
$251K +$1.63K +10 +0.7%
BRA
1533
Biechele Royce Advisors
Indiana
$250K +$10.4K +64 +4%
OFG
1534
Omega Financial Group
California
$249K
GM
1535
GeoWealth Management
Illinois
$249K +$249K +1,535 New
AWM
1536
Altus Wealth Management
Kentucky
$247K -$5.52K -34 -2%
FCH
1537
Freestone Capital Holdings
Washington
$247K +$650 +4 +0.3%
CIA
1538
Cape Investment Advisory
Georgia
$246K -$16.6K -102 -6%
WF
1539
Welch & Forbes
Massachusetts
$245K -$32.5K -200 -12%
CPSC
1540
Carl P. Sherr & Co
Massachusetts
$245K -$11.7K -72 -5%
LW
1541
Libra Wealth
California
$245K
OFS
1542
Oldfather Financial Services
Nebraska
$245K -$20.6K -127 -8%
HBT
1543
Hills Bank & Trust
Iowa
$244K
MPCL
1544
My Personal CFO LLC
Washington
$244K
CC
1545
Courier Capital
New York
$244K
FTC
1546
Farmers Trust Company
Ohio
$244K -$23.6K -145 -9%
TNBTD
1547
Trustmark National Bank Trust Department
Mississippi
$244K
HA
1548
HC Advisors
Georgia
$244K
TSWM
1549
Tyler-Stone Wealth Management
Ohio
$241K +$241K +1,484 New
TH
1550
Team Hewins
California
$240K