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Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1626
Wolff Wiese Magana
California
$198K
RMC
1627
Resources Management Corp
Connecticut
$195K
AWM
1628
AllSquare Wealth Management
New York
$194K
TFP
1629
Tilia Fiduciary Partners
North Carolina
$193K +$11.7K +77 +6%
MIM
1630
Macroview Investment Management
Maryland
$193K -$194K -1,280 -50%
FSWA
1631
Financial Synergies Wealth Advisors
Texas
$191K -$23.7K -156 -11%
MS
1632
Madden Securities
Texas
$190K +$190K +1,250 New
EDRH
1633
Edmond de Rothschild Holding
Switzerland
$190K
GIA
1634
GHP Investment Advisors
Colorado
$188K +$94K +619 +100%
OWA
1635
One Wealth Advisors
California
$188K +$188K +1,238 New
R
1636
Rebalance
California
$187K +$187K +1,233 New
PO
1637
Private Ocean
California
$184K +$33.1K +218 +22%
ZIG
1638
Zullo Investment Group
Pennsylvania
$182K
BlackRock
1639
BlackRock
New York
$174K -$26.7K -176 -13%
AWM
1640
Abound Wealth Management
Tennessee
$173K -$52.5K -346 -23%
ONST
1641
Old North State Trust
North Carolina
$171K -$59.4K -392 -26%
PA
1642
PSI Advisors
Florida
$170K -$91.1K -600 -35%
BFPW
1643
BOK Financial Private Wealth
Colorado
$164K
TF
1644
TimeScale Financial
Massachusetts
$161K
CWP
1645
Concord Wealth Partners
Virginia
$160K +$160K +1,055 New
CWM
1646
Consultiva Wealth Management
Puerto Rico
$158K +$456 +3 +0.3%
OC
1647
Oakworth Capital
Alabama
$157K
SIC
1648
SJS Investment Consulting
Ohio
$157K -$1.97K -13 -1%
HCP
1649
Hexagon Capital Partners
Arkansas
$155K
TF
1650
Tompkins Financial
New York
$153K +$31.6K +208 +26%