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Vanguard Dividend Appreciation ETF

1,636 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, 552 reducing their positions, and 81 closing their positions.

Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Market Value Shares Shares
Change
Shares
Change %
CWA
1
CM Wealth Advisors
Ohio
$5.09B 37,655
Bank of America
2
Bank of America
North Carolina
$3.27B 24,219,275 +569,617 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.5B 11,110,729 +86,750 +0.8%
Wells Fargo
4
Wells Fargo
California
$1.36B 10,032,305 +353,948 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$995M 7,361,427 +90,733 +1%
UBS Group
6
UBS Group
Switzerland
$810M 5,994,831 +180,247 +3%
Wealthfront Advisers
7
Wealthfront Advisers
California
$747M 5,527,710 -371,989 -6%
LPL Financial
8
LPL Financial
California
$658M 4,871,416 +43,793 +0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$482M 3,563,246 +184,924 +5%
HWM
10
HB Wealth Management
Georgia
$463M 3,422,235 +45,191 +1%
Citigroup
11
Citigroup
New York
$431M 3,190,738 +20,929 +0.7%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$383M 2,837,224 +108,518 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$320M 2,366,796 +38,723 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$309M 2,283,450 +64,208 +3%
Ameriprise
15
Ameriprise
Minnesota
$306M 2,269,111 -25,534 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$281M 2,075,786 -19,386 -0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$248M 1,837,271 -51,601 -3%
Charles Schwab
18
Charles Schwab
California
$243M 1,795,451 +13,577 +0.8%
RJA
19
Raymond James & Associates
Florida
$240M 1,778,050 +27,788 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$240M 1,777,036 +61,794 +4%
Truist Financial
21
Truist Financial
North Carolina
$224M 1,657,663 +24,824 +2%
S
22
SignatureFD
Georgia
$222M 1,645,551 +18,393 +1%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204M 1,509,013 +69,456 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$203M 1,503,669 -49,278 -3%
AL
25
Aspiriant LLC
California
$181M 1,338,263 +285,220 +27%