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Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DAC
1601
Dividend Assets Capital
South Carolina
$43K
HCM
1602
Horrell Capital Management
Arkansas
$43K
PSB
1603
Piscataqua Savings Bank
New Hampshire
$42K
ME
1604
McIlrath & Eck
Washington
$40K
WBC
1605
West Branch Capital
Massachusetts
$40K
1IA
1606
1834 Investment Advisors
Wisconsin
$37K
LPP
1607
Life Planning Partners
Florida
$36K -$11.5K -79 -24%
DWA
1608
Dougherty Wealth Advisers
Minnesota
$36K
CH
1609
Canton Hathaway
Rhode Island
$36K
BA
1610
Bivin & Associates
Oklahoma
$36K
PCTC
1611
Perkins Coie Trust Company
Washington
$36K
VWM
1612
Valley Wealth Managers
New Jersey
$35K +$35K +245 New
CBT
1613
CoreFirst Bank & Trust
Kansas
$34K
CS
1614
Credit Suisse
Switzerland
$34K +$34K +235 New
PCA
1615
Providence Capital Advisors
North Carolina
$33K
FWA
1616
FSC Wealth Advisors
New York
$31K
BHWM
1617
Beaird Harris Wealth Management
Texas
$30K
CWA
1618
Core Wealth Advisors
Florida
$27K
ETI
1619
Enterprise Trust & Investment
California
$27K
CIA
1620
Cascade Investment Advisors
Oregon
$25.1K
BWL
1621
Bogart Wealth LLC
Virginia
$25K -$3.61K -25 -13%
KFI
1622
Key Financial Inc
Pennsylvania
$24K +$2.41K +17 +11%
RAM
1623
Riggs Asset Management
Pennsylvania
$22K
MA
1624
MCF Advisors
Kentucky
$22K +$863 +6 +4%
AFS
1625
Annapolis Financial Services
Maryland
$21K +$5.29K +36 +34%