Vanguard Dividend Appreciation ETF
1,816 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, 752 increasing their positions, 637 reducing their positions, and 67 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
0.14% less ownership
Funds ownership: 42.84% → 42.71% (-0.14%)
5% less capital invested
Capital invested by funds: $29.7B → $28.2B (-$1.49B)
2% less funds holding in top 10
Funds holding in top 10: 243 → 237 (-6)
Holders
1,816
Holding in Top 10
237
Calls
$106M
Puts
$37.1M
Top Buyers
| 1 | +$83.1M | |
| 2 | +$82.6M | |
| 3 | +$36.2M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.2M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$33.2M |
Top Sellers
| 1 | -$429M | |
| 2 | -$82.9M | |
| 3 | -$54M | |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$47.1M |
| 5 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$44M |