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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 %
AF
1651
Arrow Financial
New York
$10K +$10K +69 New
SFG
1652
Steward Financial Group
Texas
$10K +$10K +72 New
SIS
1653
Sound Income Strategies
Florida
$9K
BONH
1654
Bank of New Hampshire
New Hampshire
$9K
CFFP
1655
Center for Financial Planning
Michigan
$8K
IAS
1656
IMA Advisory Services
Colorado
$8K
GWM
1657
Guardian Wealth Management
Illinois
$8K
SN
1658
Sittner & Nelson
Oregon
$7K
PP
1659
PFS Partners
New Jersey
$6.75K
MS
1660
Mizuho Securities
Japan
$6K -$545 -3 -8%
MBFW
1661
Morton Brown Family Wealth
Pennsylvania
$5K -$16.6K -113 -77%
BCM
1662
Blume Capital Management
California
$5K -$5.79K -44 -54%
CAM
1663
Costello Asset Management
Pennsylvania
$5K
CP
1664
Castleview Partners
Texas
$4.61K -$13.2K -172 -74%
CFN
1665
Cordasco Financial Network
Florida
$4K
GWMIA
1666
Global Wealth Management Investment Advisory
Florida
$4K
SWA
1667
SOA Wealth Advisors
New York
$4K
IFO
1668
Independent Family Office
New York
$3.51K +$118 +820 +3%
GTAM
1669
Global Trust Asset Management
Florida
$3K
JMF
1670
Johnson Midwest Financial
Iowa
$3K
LFA
1671
Level Financial Advisors
New York
$3K
BRWM
1672
B. Riley Wealth Management
Tennessee
$2.04K -$450 -3,134 -18%
OIA
1673
Optimum Investment Advisors
Illinois
$2K
TIM
1674
Tevis Investment Management
Texas
$2K +$833 +5 +71%
BA
1675
Bellwether Advisors
Nebraska
$1K -$36.3K -363 -97%