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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 %
AW
1776
Avion Wealth
Texas
$15K
FFL
1777
Financial Freedom LLC
Ohio
$14.5K
HWP
1778
Highline Wealth Partners
California
$14.3K +$155 +1 +1%
ICM
1779
Islay Capital Management
Texas
$13.7K
KFS
1780
Kelly Financial Services
Massachusetts
$13.5K
S
1781
Syntrinsic
Colorado
$13.5K +$13.5K +87 New
IRAG
1782
Investment Research & Advisory Group
Georgia
$12.4K
WWP
1783
WR Wealth Planners
Missouri
$10.7K +$10.7K +69 New
TRCT
1784
Tower Research Capital (TRC)
New York
$10.3K -$14.6K -94 -59%
AA
1785
AlphaMark Advisors
Kentucky
$10K
IHWM
1786
Iron Horse Wealth Management
Iowa
$9.79K +$9.79K +63 New
PAG
1787
Paladin Advisory Group
Iowa
$9.49K
LAS
1788
LWM Advisory Services
Florida
$9.36K +$9.36K +60 New
GWM
1789
Guardian Wealth Management
Illinois
$9.12K +$154 +1 +2%
BONH
1790
Bank of New Hampshire
New Hampshire
$8.7K
LWA
1791
Lowe Wealth Advisors
Maryland
$8.08K
CA
1792
Centerpoint Advisors
Massachusetts
$8K
RL
1793
Rogco LP
Oklahoma
$7.77K +$7.77K +50 New
SFG
1794
Steward Financial Group
Texas
$7K +$7K +50 New
PS
1795
PayPay Securities
Japan
$6.53K +$4.66K +30 +250%
MBFW
1796
Morton Brown Family Wealth
Pennsylvania
$5.37K
PFBT
1797
Parkside Financial Bank & Trust
Missouri
$5.28K
CAM
1798
Costello Asset Management
Pennsylvania
$5.28K
KA
1799
Kozak & Associates
Colorado
$4.67K
TFM
1800
TFC Financial Management
Massachusetts
$4.66K