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Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1626
Costello Asset Management
Pennsylvania
$5K
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$5K +$143 +1 +3%
MS
1628
Mizuho Securities
Japan
$5K +$286 +2 +6%
SWA
1629
SOA Wealth Advisors
New York
$4K
LFA
1630
Level Financial Advisors
New York
$3K
FHC
1631
First Heartland Consultants
Missouri
$2.66K -$244 -1,804 -8%
BA
1632
Bellwether Advisors
Nebraska
$1K
LF
1633
Lee Financial
Texas
$1K +$1K +9 New
NDSI
1634
Newman Dignan & Sheerar Inc
Rhode Island
$823 -$277 -2,047 -25%
BIM
1635
Baldwin Investment Management
Pennsylvania
$679 -$204 -1,509 -23%
BSSFA
1636
Baron Silver Stevens Financial Advisors
Florida
$327 +$16 +7,741 +5%
JMF
1637
Johnson Midwest Financial
Iowa
$3 +1 +5%
AIMCA
1638
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$17.2M -120,000 Closed
Bank of Nova Scotia
1639
Bank of Nova Scotia
Ontario, Canada
-$14.3M -100,000 Closed
CCWA
1640
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$9.55M -66,591 Closed
E
1641
Ergoteles
New York
-$8.82M -61,441 Closed
HF
1642
HRT Financial
New York
-$6.36M -44,351 Closed
MP
1643
McDonald Partners
Ohio
-$5.56M -38,749 Closed
BAM
1644
BTS Asset Management
Massachusetts
-$4.48M -31,116 Closed
Vontobel Holding
1645
Vontobel Holding
Switzerland
-$3.57M -24,876 Closed
LAM
1646
LifePro Asset Management
California
-$3.15M -21,947 Closed
AIM
1647
Allen Investment Management
New York
-$2.79M -19,427 Closed
SLT
1648
St Louis Trust
Missouri
-$2.76M -19,220 Closed
Susquehanna International Group
1649
Susquehanna International Group
Pennsylvania
-$2.12M -14,774 Closed
AIP
1650
Almanack Investment Partners
Pennsylvania
-$1.33M -9,254 Closed