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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 %
PWP
51
Perfromance Wealth Partners
Illinois
$82M 477,362 +477,362 New
Creative Planning
52
Creative Planning
Kansas
$81.5M 474,724 +262 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$80.3M 467,763 -16,647 -3%
Franklin Resources
54
Franklin Resources
California
$75.8M 441,362 -6,711 -1%
PPA
55
Parametric Portfolio Associates
Washington
$75.1M 437,122 +6,602 +2%
SF
56
Synovus Financial
Georgia
$74.7M 434,950 +6,940 +2%
AWM
57
AE Wealth Management
Kansas
$72.8M 424,002 +296,662 +233%
JIP
58
JBJ Investment Partners
South Carolina
$70.9M 412,794 +3,814 +0.9%
PCMC
59
Paragon Capital Management (Colorado)
Colorado
$67.7M 394,046 -3,425 -0.9%
VWM
60
Venturi Wealth Management
Texas
$67.5M 392,866 -165,774 -30%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$63.1M 367,447 -24,211 -6%
TPCW
62
TD Private Client Wealth
New York
$62.9M 366,038 -10,413 -3%
B
63
Barings
North Carolina
$62M 360,890 -95,423 -21%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$60.9M 354,586 +7,303 +2%
SAI
65
Systematic Alpha Investments
New Jersey
$60.6M 353,000
Jones Financial Companies
66
Jones Financial Companies
Missouri
$60.6M 352,974 +928 +0.3%
HSWM
67
Hubbell Strickland Wealth Management
Louisiana
$60.3M 351,044 +2,609 +0.7%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$59.9M 369,353 +6,409 +2%
KAS
69
Kestra Advisory Services
Texas
$58.6M 340,973 -257,479 -43%
3F
70
360 Financial
Minnesota
$58.3M 339,672 +8,402 +3%
AAS
71
Annex Advisory Services
Wisconsin
$58.3M 339,652 +5,945 +2%
ZB
72
Zions Bancorporation
Utah
$56.6M 329,514 -55,961 -15%
VM
73
VPR Management
Texas
$55.5M 340,185
MCM
74
MAI Capital Management
Ohio
$52.9M 308,166 +41,292 +15%
BC
75
Brio Consultants
California
$51.8M 301,637 +15,546 +5%