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Vanguard Dividend Appreciation ETF

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1701
WFA Asset Management
Wisconsin
$92.1K +$466 +3 +0.5%
TF
1702
Tompkins Financial
New York
$89.5K -$67.1K -432 -43%
GGI
1703
Godsey & Gibb Inc
Virginia
$89.3K +$47.7K +307 +115%
FMTCOCP
1704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K +$88K +567 New
HH
1705
HWG Holdings
Texas
$87.8K
OIS
1706
Okabena Investment Services
Minnesota
$86.9K
CT
1707
Clearstead Trust
Maine
$85.3K
EWM
1708
Evermay Wealth Management
Virginia
$83.1K +$47.9K +308 +136%
DAC
1709
Dividend Assets Capital
South Carolina
$82K +$7.78K +50 +10%
AWM
1710
Avondale Wealth Management
Texas
$80.4K
RWPA
1711
Richard W. Paul & Associates
Michigan
$80.3K +$622 +4 +0.8%
TLCM
1712
Twin Lakes Capital Management
California
$79K +$155 +1 +0.2%
BLC
1713
Brown, Lisle/Cummings
Rhode Island
$76.9K -$10.1K -65 -12%
TFA
1714
Toth Financial Advisory
Virginia
$76.1K
HF
1715
Halpern Financial
Virginia
$69.3K
MAWCM
1716
Mine & Arao Wealth Creation & Management
California
$67.8K
NFSG
1717
Newbridge Financial Services Group
Florida
$63.7K +$155 +1 +0.2%
SCA
1718
Stuart Chaussee & Associates
California
$63.7K
NCM
1719
Northwest Capital Management
Oregon
$63.7K
RFA
1720
Register Financial Advisors
Georgia
$60.3K +$60.3K +388 New
CFFP
1721
Center for Financial Planning
Michigan
$58K +$7.46K +48 +15%
CWA
1722
Carolina Wealth Advisors
South Carolina
$55.9K
CCP
1723
Carmel Capital Partners
California
$55.8K
SIA
1724
SkyView Investment Advisors
New Jersey
$53K
CT
1725
Colonial Trust
South Carolina
$50.2K