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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 %
OAM
1701
Oak Asset Management
California
-$400K -2,469 Closed
AP
1702
Advisor Partners
California
-$381K -2,350 Closed
TFA
1703
Trinity Financial Advisors
Ohio
-$373K -2,297 Closed
TAM
1704
Trillium Asset Management
Massachusetts
-$361K -2,226 Closed
CL
1705
Cabana LLC
Arkansas
-$354K -2,182 Closed
WA
1706
Waddell & Associates
Tennessee
-$327K -2,017 Closed
BFG
1707
Buttonwood Financial Group
Missouri
-$324K -1,999 Closed
BZWA
1708
Blue Zone Wealth Advisors
California
-$309K -1,905 Closed
FSA
1709
Financial Sense Advisors
California
-$308K -1,902 Closed
RDWM
1710
Red Door Wealth Management
Tennessee
-$308K -1,901 Closed
AF
1711
Aldebaran Financial
-$296K -1,826 Closed
BRC
1712
Bell Rock Capital
Delaware
-$284K -1,775 Closed
VST
1713
Van Strum & Towne
California
-$269K -1,657 Closed
CNC
1714
Canandaigua National Corp
New York
-$261K -1,609 Closed
CC
1715
Commons Capital
Massachusetts
-$260K -1,605 Closed
CAM
1716
Concorde Asset Management
Michigan
-$255K -1,571 Closed
CIC
1717
Cornercap Investment Counsel
Georgia
-$254K -1,568 Closed
CWG
1718
Crown Wealth Group
North Carolina
-$254K -1,566 Closed
JWM
1719
JFG Wealth Management
Colorado
-$249K -1,533 Closed
CWA
1720
Canvas Wealth Advisors
Kansas
-$228K -1,480 Closed
CWM
1721
Campbell Wealth Management
Virginia
-$237K -1,460 Closed
CCM
1722
Condor Capital Management
New Jersey
-$235K -1,448 Closed
DI
1723
DFPG Investments
Utah
-$232K -1,434 Closed
ACG
1724
Allen Capital Group
Nebraska
-$231K -1,427 Closed
SW
1725
SteelPeak Wealth
California
-$229K -1,415 Closed