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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CRI
1551
Colonial River Investments
Virginia
$226K
TH
1552
Team Hewins
California
$226K +$226K +1,468 New
BHB
1553
Bank Hapoalim BM
Israel
$226K -$49.5K -321 -18%
ST
1554
Sentinel Trust
Texas
$224K
MFS
1555
Madrona Financial Services
Washington
$224K
JF
1556
JSF Financial
California
$224K -$9.24K -60 -4%
IIM
1557
Ipswich Investment Management
Massachusetts
$223K
MAP
1558
Milestone Advisory Partners
North Carolina
$223K
CWP
1559
Cyndeo Wealth Partners
Florida
$223K -$37K -240 -14%
OA
1560
Operose Advisors
Wisconsin
$223K -$155K -1,005 -41%
TIM
1561
Tortoise Investment Management
New York
$222K
WF
1562
Wayfinding Financial
Washington
$222K +$222K +1,442 New
IMOV
1563
Investment Management of Virginia
Virginia
$222K
SF
1564
Summit Financial
New Jersey
$222K +$222K +1,440 New
TAM
1565
Tucker Asset Management
Colorado
$221K -$20.8K -135 -9%
ST
1566
Spinnaker Trust
Maine
$221K
FWM
1567
ForthRight Wealth Management
Georgia
$221K +$221K +1,433 New
AWM
1568
Accurate Wealth Management
Florida
$220K -$773 -5 -0.3%
PPW
1569
Presilium Private Wealth
Pennsylvania
$219K
WCM
1570
Windsor Capital Management
Arizona
$219K -$770 -5 -0.4%
MCM
1571
MV Capital Management
Maryland
$218K
CSWG
1572
Cardinal Strategic Wealth Guidance
Kentucky
$218K -$90.4K -587 -29%
LIG
1573
Lokken Investment Group
Delaware
$218K +$218K +1,413 New
CCA
1574
Checchi Capital Advisers
California
$217K
DA
1575
Dash Acquisitions
California
$216K