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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 %
GIA
651
Guyasuta Investment Advisors
Pennsylvania
$2.64M +$344K +2,000 +15%
AA
652
Advisory Alpha
Michigan
$2.63M -$70.2K -409 -3%
BCP
653
Blue Chip Partners
Michigan
$2.62M +$52.4K +305 +2%
JWM
654
JGP Wealth Management
Oregon
$2.62M +$59.5K +349 +2%
IFG
655
Investors Financial Group
Minnesota
$2.62M -$98.4K -573 -4%
PJSIMP
656
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.61M +$194K +1,195 +8%
SAM
657
Secure Asset Management
Michigan
$2.61M +$363K +2,116 +16%
WAG
658
Winthrop Advisory Group
Massachusetts
$2.61M -$53.3K -310 -2%
MWM
659
Mascoma Wealth Management
New Hampshire
$2.6M -$43.3K -252 -2%
BFA
660
Beacon Financial Advisory
Ohio
$2.6M -$40.2K -234 -2%
BA
661
Bristlecone Advisors
Washington
$2.6M +$321K +1,870 +14%
RG
662
Retirement Group
California
$2.59M +$19.9K +116 +0.8%
PWM
663
Perigon Wealth Management
California
$2.58M +$1.37M +7,952 +113%
CIAS
664
Capital Investment Advisory Services
North Carolina
$2.57M +$331K +1,925 +15%
BJL
665
Brighton Jones LLC
Washington
$2.57M +$57K +332 +2%
CPIA
666
Cornell Pochily Investment Advisors
New York
$2.55M +$149K +866 +6%
VHAM
667
Van Hulzen Asset Management
California
$2.55M -$40.7K -237 -2%
MIM
668
Moseley Investment Management
Florida
$2.54M +$757K +4,411 +43%
EAM
669
Evanson Asset Management
California
$2.53M +$1.2K +7 +0%
FFN
670
Focus Financial Network
Minnesota
$2.52M +$276K +1,609 +12%
DSC
671
Duncker Streett & Co
Missouri
$2.52M -$26.3K -153 -1%
SCG
672
Sonata Capital Group
Washington
$2.51M
SWA
673
Sax Wealth Advisors
New Jersey
$2.5M +$131K +762 +6%
AIP
674
Almanack Investment Partners
Pennsylvania
$2.5M +$838K +4,878 +50%
RGC
675
Roberts, Glore & Co
Illinois
$2.5M -$4.29K -25 -0.2%