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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 %
SC
1751
Sawyer & Company
Massachusetts
$31K +$31K +200 New
CMA
1752
Cedar Mountain Advisors
Oregon
$30.8K
TFG
1753
Team Financial Group
California
$30K +$30K +192 New
PWMG
1754
Provence Wealth Management Group
California
$28.9K +$28.9K +186 New
TIM
1755
Thompson Investment Management
Wisconsin
$27.2K
JFG
1756
JDM Financial Group
Texas
$25.5K
RCM
1757
Rain Capital Management
Oregon
$24.8K -$934 -6 -4%
BSB
1758
Bangor Savings Bank
Maine
$24.2K
CWM
1759
Cedar Wealth Management
California
$23.6K +$3.11K +20 +15%
TWD
1760
True Wealth Design
Ohio
$22.8K
AFS
1761
Annapolis Financial Services
Maryland
$22.3K
YDMI
1762
Y.D. More Investments
Israel
$21.1K
BCM
1763
Bourgeon Capital Management
Connecticut
$18.3K
AP
1764
Atwood & Palmer
Missouri
$17.6K
MIA
1765
Milestone Investment Advisors
Wisconsin
$17.4K
WTA
1766
Washington Trust Advisors
Massachusetts
$16.8K
ANBT
1767
American National Bank & Trust
Texas
$16.6K
NECFA
1768
New England Capital Financial Advisors
Connecticut
$16.5K +$16.5K +106 New
DAM
1769
Delta Asset Management
Tennessee
$16.2K
TCPG
1770
Trivant Custom Portfolio Group
California
$16K
CWM
1771
CarsonAllaria Wealth Management
Illinois
$16K +$155 +1 +1%
UCB
1772
United Community Bank
South Carolina
$16K
SWA
1773
Sutton Wealth Advisors
Florida
$15.5K
HFM
1774
Hartford Financial Management
Connecticut
$15.5K
SC
1775
Steph & Co
Wisconsin
$15.5K