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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 %
BC
1676
Burleson & Co
California
$90.4K +$53.9K +355 +147%
WAM
1677
WFA Asset Management
Wisconsin
$89.1K +$607 +4 +0.7%
BLC
1678
Brown, Lisle/Cummings
Rhode Island
$85K
AWM
1679
Avondale Wealth Management
Texas
$78.6K
TWD
1680
True Wealth Design
Ohio
$78.1K +$78.1K +514 New
RWPA
1681
Richard W. Paul & Associates
Michigan
$77.7K +$77.7K +512 New
MM
1682
Main Management
California
$77K +$37.2K +244 +93%
TLCM
1683
Twin Lakes Capital Management
California
$77K +$152 +1 +0.2%
TFA
1684
Toth Financial Advisory
Virginia
$74.4K
MWM
1685
MinichMacGregor Wealth Management
New York
$70.3K +$70.3K +463 New
CASC
1686
Coppell Advisory Solutions Corp
Texas
$69.7K +$69.7K +459 New
CAS
1687
Coppell Advisory Solutions
Texas
$69.7K +$69.7K +459 New
HF
1688
Halpern Financial
Virginia
$67.7K
MAWCM
1689
Mine & Arao Wealth Creation & Management
California
$66.2K
CTA
1690
Colonial Trust Advisors
South Carolina
$63K +$63K +415 New
CT
1691
Clearstead Trust
Maine
$63K +$4.38K +29 +7%
EWM
1692
Evermay Wealth Management
Virginia
$62.6K -$22K -145 -26%
JWM
1693
Janiczek Wealth Management
Colorado
$59.5K -$312 -2 -0.5%
CB
1694
CNB Bank
Pennsylvania
$59.2K +$59.2K +390 New
NHT
1695
New Hampshire Trust
New Hampshire
$58.8K +$58.8K +387 New
GKIM
1696
GW&K Investment Management
Massachusetts
$56K +$56K +372 New
CWA
1697
Carolina Wealth Advisors
South Carolina
$55K
AAMA
1698
Advanced Asset Management Advisors
Ohio
$52.6K +$52.6K +346 New
MA
1699
MCF Advisors
Kentucky
$49.7K -$607 -4 -1%
CCA
1700
Column Capital Advisors
Indiana
$48.2K +$152 +1 +0.3%