Vanguard Dividend Appreciation ETF
1,638 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 554 reducing their positions, and 81 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
2% less funds holding in top 10
Funds holding in top 10: 237 → 233 (-4)
3% less funds holding
Funds holding: 1,681 → 1,638 (-43)
19% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 81
Holders
1,638
Holding in Top 10
233
Calls
$202M
Puts
$60.1M
Top Buyers
| 1 | +$77M | |
| 2 | +$47.8M | |
| 3 | +$43M | |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$38.6M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$29.9M |
Top Sellers
| 1 | -$244M | |
| 2 | -$65.5M | |
| 3 | -$50.3M | |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$40.5M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$34.7M |