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Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$168M -$930K -6,482 -0.5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$163M +$1.58M +11,001 +1%
CG
28
Colony Group
Massachusetts
$151M -$16.1M -112,054 -10%
AL
29
Aspiriant LLC
California
$151M +$45.1M +314,029 +42%
MWM
30
Modera Wealth Management
New Jersey
$135M -$144K -1,006 -0.1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$134M -$21.9M -152,391 -14%
JIC
32
Joel Isaacson & Co
New York
$133M +$722K +5,032 +0.5%
Mariner
33
Mariner
Kansas
$120M -$731K -5,097 -0.6%
Creative Planning
34
Creative Planning
Kansas
$117M -$2.01M -13,997 -2%
Stifel Financial
35
Stifel Financial
Missouri
$115M +$2.73M +19,032 +2%
BMM
36
Berkshire Money Management
Massachusetts
$107M -$12.4M -86,520 -10%
William Blair & Company
37
William Blair & Company
Illinois
$102M -$3.51M -24,441 -3%
LNC
38
Lincoln National Corp
Pennsylvania
$99.8M +$54.1K +377 +0.1%
TF
39
Trek Financial
Arizona
$98.7M +$8.25M +57,504 +9%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$96.6M +$4.14M +28,891 +4%
VWM
41
Venturi Wealth Management
Texas
$95.3M +$36.8M +256,552 +63%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$82.6M +$5.04M +35,105 +6%
RA
43
Rational Advisors
New York
$82.3M -$1.13M -7,844 -1%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$81.4M +$6.98M +48,577 +9%
GT
45
Glenmede Trust
Pennsylvania
$77.9M +$497K +3,462 +0.6%
NFC
46
Northeast Financial Consultants
Connecticut
$74.8M +$4.13M +28,809 +6%
SFO
47
Stokes Family Office
Louisiana
$74.7M +$703K +4,900 +0.9%
PAG
48
Private Advisor Group
New Jersey
$73.6M -$1.93M -13,463 -3%
PWP
49
Perfromance Wealth Partners
Illinois
$68.3M -$6.89K -48 -0%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$66.7M -$2.06M -14,370 -3%