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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 %
GA
1576
Goldstein Advisors
Wisconsin
$224K -$27.6K -170 -11%
SHWM
1577
Smith & Howard Wealth Management
Georgia
$224K
FBT
1578
First Bank & Trust
South Dakota
$224K
IBOK
1579
Independence Bank of Kentucky
Kentucky
$224K
WA
1580
WP Advisors
California
$224K
KFC
1581
Klingenstein Fields & Co
New York
$223K
JEST
1582
JTC Employer Solutions Trustee
Jersey
$223K
TAM
1583
Tucker Asset Management
Colorado
$222K -$11.2K -69 -5%
CIA
1584
Caerus Investment Advisors
Texas
$221K
P
1585
&Partners
Tennessee
$221K
EWP
1586
Elevation Wealth Partners
California
$221K
WWM
1587
Wiser Wealth Management
Georgia
$220K +$7.64K +47 +4%
BFA
1588
Bragg Financial Advisors
North Carolina
$220K
POIA
1589
Pin Oak Investment Advisors
Texas
$220K
SAM
1590
Summit Asset Management
Tennessee
$220K -$33.8K -208 -13%
TFP
1591
Tilia Fiduciary Partners
North Carolina
$220K +$5.36K +33 +3%
BO
1592
Bank OZK
Arkansas
$219K -$24.5K -151 -10%
BPFA
1593
Barnes Pettey Financial Advisors
Mississippi
$219K +$3.09K +19 +1%
VST
1594
Van Strum & Towne
California
$219K
3IP
1595
3Chopt Investment Partners
Virginia
$217K
HC
1596
Hamilton Capital
Ohio
$217K +$217K +1,335 New
PCA
1597
Peddock Capital Advisors
Massachusetts
$217K
SWP
1598
Semus Wealth Partners
Florida
$217K -$6.66K -41 -3%
GFA
1599
Gallagher Fiduciary Advisors
Illinois
$217K -$25.3K -156 -10%
NAM
1600
NorthCrest Asset Manangement
Minnesota
$217K