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Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$35.7B 234,787 -29,970 -11%
Bank of America
2
Bank of America
North Carolina
$4.23B 27,875,560 +3,656,285 +15%
Morgan Stanley
3
Morgan Stanley
New York
$1.67B 11,015,784 -94,945 -0.9%
Wells Fargo
4
Wells Fargo
California
$1.62B 10,688,673 +656,368 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12B 7,389,318 +27,891 +0.4%
UBS Group
6
UBS Group
Switzerland
$960M 6,321,920 +327,089 +5%
Wealthfront Advisers
7
Wealthfront Advisers
California
$767M 5,049,567 -478,143 -9%
LPL Financial
8
LPL Financial
California
$757M 4,984,703 +113,287 +2%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$642M 4,226,752 +1,389,528 +49%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$560M 3,690,855 +127,609 +4%
HWM
11
HB Wealth Management
Georgia
$535M 3,520,649 +98,414 +3%
Citigroup
12
Citigroup
New York
$471M 3,100,436 -90,302 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$363M 2,390,246 +106,796 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$362M 2,386,212 +19,416 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$330M 2,173,146 -95,965 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$313M 2,063,390 +286,354 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$310M 2,041,111 -34,675 -2%
Charles Schwab
18
Charles Schwab
California
$293M 1,931,962 +136,511 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$277M 1,825,795 -11,476 -0.6%
RJA
20
Raymond James & Associates
Florida
$266M 1,748,509 -29,541 -2%
Truist Financial
21
Truist Financial
North Carolina
$260M 1,711,108 +53,445 +3%
S
22
SignatureFD
Georgia
$255M 1,680,359 +34,808 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$240M 1,580,746 +77,077 +5%
Brown Advisory
24
Brown Advisory
Maryland
$226M 1,486,271 +251,641 +20%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M 1,482,791 -26,222 -2%