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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 %
HWM
1726
Horizons Wealth Management
North Carolina
$18.3K
BCM
1727
Bourgeon Capital Management
Connecticut
$18.2K
PFBT
1728
Parkside Financial Bank & Trust
Missouri
$18K -$93K -604 -84%
AP
1729
Atwood & Palmer
Missouri
$17.4K
WTA
1730
Washington Trust Advisors
Massachusetts
$16.6K
ANBT
1731
American National Bank & Trust
Texas
$16.5K -$2.31K -15 -12%
DAM
1732
Delta Asset Management
Tennessee
$16K -$770 -5 -5%
UCB
1733
United Community Bank
South Carolina
$15.9K
CWM
1734
CarsonAllaria Wealth Management
Illinois
$15.8K
SWA
1735
Sutton Wealth Advisors
Florida
$15.4K
HFM
1736
Hartford Financial Management
Connecticut
$15.4K
SC
1737
Steph & Co
Wisconsin
$15.4K
Nomura Asset Management
1738
Nomura Asset Management
Japan
$15.4K
FFL
1739
Financial Freedom LLC
Ohio
$14.4K -$13.8K -89 -49%
HWP
1740
Highline Wealth Partners
California
$14.1K +$14.1K +91 New
AW
1741
Avion Wealth
Texas
$14K
CSWM
1742
Cassady Schiller Wealth Management
Ohio
$13.7K
ICM
1743
Islay Capital Management
Texas
$13.6K -$6.93K -45 -34%
KFS
1744
Kelly Financial Services
Massachusetts
$12.1K +$153 +1 +1%
GFPC
1745
Global Financial Private Client
Florida
$11.2K
WIM
1746
WealthPlan Investment Management
Nebraska
$11.1K +$11.1K +72 New
BEI
1747
Benjamin Edwards Inc
Missouri
$11K
WAS
1748
Winch Advisory Services
Wisconsin
$11K
PAG
1749
Paladin Advisory Group
Iowa
$9.36K +$9.36K +61 New
SIS
1750
Sound Income Strategies
Florida
$9.24K