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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
IRAG
1751
Investment Research & Advisory Group
Georgia
$13K +$13K +80 New
BEI
1752
Benjamin Edwards Inc
Missouri
$11K
AA
1753
AlphaMark Advisors
Kentucky
$11K +$11K +65 New
FBC
1754
Fairfield, Bush & Co
Connecticut
$10.8K +$10.8K +66 New
PAG
1755
Paladin Advisory Group
Iowa
$9.87K
SIS
1756
Sound Income Strategies
Florida
$9.75K
GWM
1757
Guardian Wealth Management
Illinois
$9.48K
BONH
1758
Bank of New Hampshire
New Hampshire
$9.1K
VF
1759
VitalStone Financial
Texas
$9K -$12.9K -80 -59%
LWA
1760
Lowe Wealth Advisors
Maryland
$8.45K
SN
1761
Sittner & Nelson
Oregon
$8.12K
CA
1762
Centerpoint Advisors
Massachusetts
$8K +$8K +50 New
Group One Trading
1763
Group One Trading
Illinois
$7.8K +$7.8K +48 New
PP
1764
PFS Partners
New Jersey
$7.77K
MBFW
1765
Morton Brown Family Wealth
Pennsylvania
$5.61K
PFBT
1766
Parkside Financial Bank & Trust
Missouri
$5.52K -$13.5K -83 -71%
CAM
1767
Costello Asset Management
Pennsylvania
$5.52K
AWA
1768
Artemis Wealth Advisors
New York
$5.36K +$5.36K +33 New
HB
1769
Horizon Bancorp
Indiana
$5K
SWA
1770
SOA Wealth Advisors
New York
$4.87K
KA
1771
Kozak & Associates
Colorado
$4.87K +$4.87K +30 New
TFM
1772
TFC Financial Management
Massachusetts
$4.87K +$4.87K +30 New
LFA
1773
Level Financial Advisors
New York
$3.74K
JMF
1774
Johnson Midwest Financial
Iowa
$3.37K
HS
1775
Horan Securities
United States
$3.26K