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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
1651
Vestor Capital
Illinois
$106K
FCMT
1652
Founders Capital Management (Texas)
Texas
$100K
MRCM
1653
M&R Capital Management
New Jersey
$98.5K +$154 +1 +0.2%
BAM
1654
Bellevue Asset Management
Washington
$97.5K
EI
1655
Ellevest Inc
New York
$96.4K +$1.08K +7 +1%
MWC
1656
MBM Wealth Consultants
Missouri
$96K
BWL
1657
Bogart Wealth LLC
Virginia
$93.5K -$1.63M -10,608 -95%
NOI
1658
Newton One Investments
Delaware
$93K +$462 +3 +0.5%
PPC
1659
Park Place Capital
Alabama
$92.4K
AssetMark Inc
1660
AssetMark Inc
California
$92.3K -$495K -3,212 -84%
GA
1661
GoalVest Advisory
New York
$92.1K
WAM
1662
WFA Asset Management
Wisconsin
$90.8K +$462 +3 +0.5%
CB
1663
CNB Bank
Pennsylvania
$89.9K +$29.9K +194 +50%
HH
1664
HWG Holdings
Texas
$89.8K -$359K -2,333 -80%
BLC
1665
Brown, Lisle/Cummings
Rhode Island
$86.2K
SIC
1666
SJS Investment Consulting
Ohio
$82.6K -$76.2K -495 -48%
AWM
1667
Avondale Wealth Management
Texas
$79.7K
TWD
1668
True Wealth Design
Ohio
$79.2K
RWPA
1669
Richard W. Paul & Associates
Michigan
$79K +$154 +1 +0.2%
TLCM
1670
Twin Lakes Capital Management
California
$78.2K +$154 +1 +0.2%
CCP
1671
Carmel Capital Partners
California
$75.9K +$75.9K +493 New
TFA
1672
Toth Financial Advisory
Virginia
$75.5K
SC
1673
Slow Capital
California
$74K +$74K +481 New
BlackRock
1674
BlackRock
New York
$69.2K -$107K -695 -61%
HF
1675
Halpern Financial
Virginia
$68.7K