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Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.13%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.66B 22,516,408 +494,102 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.81B 11,135,128 +163,623 +1%
Wells Fargo
3
Wells Fargo
California
$1.69B 10,392,074 -71,390 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.25B 7,694,998 +150,879 +2%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.03B 6,363,316 +639,097 +11%
UBS Group
6
UBS Group
Switzerland
$1B 6,185,270 -177,096 -3%
LPL Financial
7
LPL Financial
California
$823M 5,064,578 +78,465 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$587M 3,615,102 -28,496 -0.8%
HWM
9
HB Wealth Management
Georgia
$579M 3,565,002 -77,857 -2%
Citigroup
10
Citigroup
New York
$477M 2,939,389 -170,017 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$421M 2,592,532 +91,913 +4%
Ameriprise
12
Ameriprise
Minnesota
$381M 2,345,246 +27,249 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$372M 2,293,090 +8,394 +0.4%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$363M 2,235,805 -842,196 -27%
RJA
15
Raymond James & Associates
Florida
$339M 2,087,027 -60,414 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$324M 1,997,188 -3,543 -0.2%
HighTower Advisors
17
HighTower Advisors
Illinois
$318M 1,959,045 -187 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$312M 1,919,827 +47,393 +3%
S
19
SignatureFD
Georgia
$280M 1,725,792 +42,784 +3%
Truist Financial
20
Truist Financial
North Carolina
$274M 1,689,205 -391 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$258M 1,589,984 +2,413 +0.2%
Charles Schwab
22
Charles Schwab
California
$241M 1,481,061 -23,250 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$232M 1,425,292 +107,503 +8%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M 1,421,241 -329,754 -19%
Mariner
25
Mariner
Kansas
$210M 1,294,693 -22,075 -2%