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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 %
CP
851
Cumberland Partners
Ontario, Canada
$1.39M +$412K +2,400 +42%
AWM
852
Apollon Wealth Management
South Carolina
$1.38M +$158K +919 +13%
TPWA
853
TRUE Private Wealth Advisors
Oregon
$1.38M +$58.7K +342 +4%
HFS
854
Horizon Financial Services
North Carolina
$1.37M -$651K -3,788 -32%
WBCM
855
Wilson & Boucher Capital Management
California
$1.37M +$1.37M +7,963 New
CSPIA
856
Cary Street Partners Investment Advisory
Virginia
$1.36M +$269K +1,566 +25%
WS
857
Wedbush Securities
California
$1.36M -$127K -741 -9%
CB
858
Community Bank
New York
$1.35M -$57K -332 -4%
PPW
859
Pinnacle Private Wealth
Massachusetts
$1.35M +$1.35M +7,863 New
HGWM
860
Horst & Graben Wealth Management
Oregon
$1.35M +$29.9K +174 +2%
AWM
861
Accel Wealth Management
Iowa
$1.34M +$130K +758 +11%
CWMGP
862
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.34M +$1.34M +7,789 New
NCM
863
Novare Capital Management
North Carolina
$1.34M -$257K -1,499 -16%
NA
864
Nottingham Advisors
New York
$1.33M +$10.6K +62 +0.8%
Vontobel Holding
865
Vontobel Holding
Switzerland
$1.32M +$195K +1,138 +17%
OCM
866
Orser Capital Management
Texas
$1.31M +$67K +390 +5%
BL
867
BFSG LLC
California
$1.31M -$5.15K -30 -0.4%
GDP
868
Great Diamond Partners
Maine
$1.31M -$6.87K -40 -0.5%
MLFP
869
MPS Loria Financial Planners
Illinois
$1.3M +$2.06K +12 +0.2%
SWP
870
Summit Wealth Partners
Florida
$1.3M +$5.84K +34 +0.5%
FB
871
First Bancorp
Maine
$1.3M -$5.16K -30 -0.4%
HWM
872
Horizon Wealth Management
Illinois
$1.3M +$1.3M +7,538 New
MSFP
873
Mark Sheptoff Financial Planning
Connecticut
$1.29M +$206K +1,201 +19%
EHC
874
Everett Harris & Co
California
$1.28M
HAIM
875
Hunter Associates Investment Management
Pennsylvania
$1.28M