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Vanguard Dividend Appreciation ETF

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$187M 1,088,913 -62,676 -5%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$185M 1,075,928 +624,577 +138%
JIC
28
Joel Isaacson & Co
New York
$157M 913,498 +5,668 +0.6%
MWM
29
Modera Wealth Management
New Jersey
$154M 895,397 +34,513 +4%
Mariner
30
Mariner
Kansas
$145M 844,449 +35,453 +4%
Stifel Financial
31
Stifel Financial
Missouri
$131M 761,294 +26,438 +4%
CG
32
Colony Group
Massachusetts
$130M 755,367 -494,760 -40%
BMM
33
Berkshire Money Management
Massachusetts
$124M 720,463 +47,805 +7%
AL
34
Aspiriant LLC
California
$121M 706,495 +29,786 +4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$121M 701,858 +19,861 +3%
LNC
36
Lincoln National Corp
Pennsylvania
$118M 688,914 +18,842 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$110M 641,800 +127,700 +25%
RA
38
Rational Advisors
New York
$108M 629,115 +122,290 +24%
Two Sigma Investments
39
Two Sigma Investments
New York
$108M 626,003 +233,500 +59%
TF
40
Trek Financial
Arizona
$102M 593,465 -230,333 -28%
William Blair & Company
41
William Blair & Company
Illinois
$99.1M 576,912 +8,689 +2%
Goldman Sachs
42
Goldman Sachs
New York
$94.7M 551,347 -7,044 -1%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$94.3M 549,329 +9,299 +2%
GT
44
Glenmede Trust
Pennsylvania
$91.8M 534,576 +6,388 +1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$89.6M 521,866 +2,749 +0.5%
PAG
46
Private Advisor Group
New Jersey
$89.3M 520,004 -97,733 -16%
SFO
47
Stokes Family Office
Louisiana
$87.6M 510,283 +2,458 +0.5%
RWP
48
RWA Wealth Partners
Massachusetts
$87.1M 507,170 +21,011 +4%
NFC
49
Northeast Financial Consultants
Connecticut
$83.6M 486,597 +37,346 +8%
MML Investors Services
50
MML Investors Services
Massachusetts
$82.7M 481,374 -34,919 -7%