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Vanguard Dividend Appreciation ETF

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$2.94M +$88K +572 +3%
LSPW
602
Lake Street Private Wealth
Illinois
$2.93M -$12.5K -77 -0.4%
FCB
603
First Command Bank
Texas
$2.9M -$864K -5,329 -23%
FCFS
604
First Command Financial Services
Texas
$2.9M -$470K -2,896 -14%
SCA
605
St. Clair Advisors
Ohio
$2.9M +$61.8K +381 +2%
NRI
606
NFP Retirement Inc
California
$2.89M +$803K +4,952 +38%
CT
607
Cambridge Trust
Massachusetts
$2.88M -$2.99M -18,417 -51%
TC
608
Trilogy Capital
California
$2.87M -$11.7K -72 -0.4%
ACP
609
Aviance Capital Partners
Florida
$2.83M +$296K +1,825 +12%
LW
610
Linscomb Wealth
Texas
$2.83M +$520K +3,204 +23%
MWM
611
Mascoma Wealth Management
New Hampshire
$2.82M +$368K +2,271 +15%
LRPA
612
L. Roy Papp & Associates
Arizona
$2.82M +$1.2M +7,428 +75%
BRWM
613
B. Riley Wealth Management
Tennessee
$2.82M +$93.2K +575 +3%
TFGT
614
TS Financial Group (TSFG)
Illinois
$2.81M -$21.2K -131 -0.7%
WJWM
615
Williams Jones Wealth Management
New York
$2.8M +$766K +4,725 +38%
OCG
616
Opus Capital Group
Ohio
$2.79M -$72.3K -446 -3%
CPIA
617
Cornell Pochily Investment Advisors
New York
$2.79M +$376K +2,320 +16%
SFG
618
Sovereign Financial Group
Connecticut
$2.78M -$594K -3,665 -18%
WFA
619
Wipfli Financial Advisors
Wisconsin
$2.78M +$1.98M +12,221 +250%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$2.77M +$1.49M +9,174 +116%
SWPG
621
Strategic Wealth Partners Group
Illinois
$2.76M -$230K -1,416 -8%
AWM
622
Atticus Wealth Management
Florida
$2.76M +$70.2K +433 +3%
SFS
623
Strategic Financial Services
New York
$2.75M -$181K -1,119 -6%
MSA
624
Marino Stram & Associates
Massachusetts
$2.75M +$111K +684 +4%
NAS
625
Nicolet Advisory Services
Wisconsin
$2.74M -$57.2K -352 -2%