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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 %
FFC
1651
First Financial Corp
Indiana
$152K
GJIA
1652
Glass Jacobson Investment Advisors
Maryland
$152K +$152K +999 New
PGAM
1653
Princeton Global Asset Management
New Jersey
$143K +$3.94K +26 +3%
RBC
1654
Roble Belko & Company
Pennsylvania
$134K
MLA
1655
MB, Levis & Associates
Pennsylvania
$131K +$131K +866 New
CB
1656
Centennial Bank
Arkansas
$131K +$131K +860 New
TCWA
1657
Ten Capital Wealth Advisors
Washington
$127K
MFT
1658
Moisand Fitzgerald Tamayo
Florida
$124K -$2.13K -14 -2%
SWM
1659
Sanctuary Wealth Management
Idaho
$114K +$114K +754 New
NFSG
1660
Newbridge Financial Services Group
Florida
$113K +$152 +1 +0.1%
PFBT
1661
Parkside Financial Bank & Trust
Missouri
$109K +$4.1K +27 +4%
SAS
1662
Stelac Advisory Services
New York
$107K +$107K +707 New
VC
1663
Vestor Capital
Illinois
$105K
IFAM
1664
Institutional & Family Asset Management
Colorado
$103K
FCMT
1665
Founders Capital Management (Texas)
Texas
$99K
MRCM
1666
M&R Capital Management
New Jersey
$96.9K -$11.8K -78 -11%
CFB
1667
Cullen/Frost Bankers
Texas
$96.1K +$25.4K +167 +36%
BAM
1668
Bellevue Asset Management
Washington
$95.4K -$10.1K -67 -10%
ATC
1669
Adirondack Trust Company
New York
$95.2K
MWC
1670
MBM Wealth Consultants
Missouri
$95K
EI
1671
Ellevest Inc
New York
$93.9K
CCM
1672
Cribstone Capital Management
Maine
$92K
NOI
1673
Newton One Investments
Delaware
$91.3K
PPC
1674
Park Place Capital
Alabama
$91K +$91K +600 New
GA
1675
GoalVest Advisory
New York
$90.8K