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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HGERS
601
Householder Group Estate & Retirement Specialist
Arizona
$3.29M +$3.29M +19,125 New
CFP
602
Curran Financial Partners
South Carolina
$3.27M -$508K -2,955 -13%
PFS
603
Prospera Financial Services
Texas
$3.27M +$1.78M +10,371 +120%
PAMG
604
Patton Albertson Miller Group
Tennessee
$3.21M -$36.9K -215 -1%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$3.2M +18,613 New
YWP
606
YorkBridge Wealth Partners
New York
$3.19M +$163K +950 +5%
IAG
607
Investment Advisory Group
Massachusetts
$3.18M +$3.18M +19,638 New
CNBTD
608
Citizens National Bank Trust Department
Mississippi
$3.18M -$123K -715 -4%
SWPG
609
Strategic Wealth Partners Group
Illinois
$3.17M -$159K -925 -5%
SMG
610
Spectrum Management Group
Indiana
$3.16M -$90.9K -529 -3%
LSPW
611
Lake Street Private Wealth
Illinois
$3.12M +$1.74M +10,156 +127%
SFS
612
Strategic Financial Services
New York
$3.1M -$300K -1,744 -9%
SFS
613
Sowell Financial Services
Arkansas
$3.09M -$152K -885 -5%
KeyBank National Association
614
KeyBank National Association
Ohio
$3.09M +$51.7K +301 +2%
TP
615
Tranquility Partners
Tennessee
$3.09M +$113K +656 +4%
SW
616
StrongBox Wealth
Missouri
$3.08M +$33.3K +194 +1%
LWAC
617
Laurel Wealth Advisors (California)
California
$3.07M +$953K +5,551 +45%
MCC
618
Money Concepts Capital
Florida
$3.07M +$3.07M +17,865 New
TC
619
Trilogy Capital
California
$3.06M -$245K -1,426 -7%
EWM
620
Elmwood Wealth Management
California
$3.05M +$3.05M +17,774 New
OCG
621
Opus Capital Group
Ohio
$3.03M -$50K -291 -2%
HC
622
Hoese & Co
Minnesota
$3.02M +$168K +980 +6%
SCA
623
St. Clair Advisors
Ohio
$3M
TFGT
624
TS Financial Group (TSFG)
Illinois
$3M -$12.5K -73 -0.4%
BAM
625
Belpointe Asset Management
Nevada
$2.97M +$127K +740 +4%