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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 %
ESB
851
Essex Savings Bank
Connecticut
$1.3M +$122K +750 +10%
OWM
852
OneAscent Wealth Management
Alabama
$1.3M +$1.3M +8,023 New
WBCM
853
Wilson & Boucher Capital Management
California
$1.3M +$6.65K +41 +0.5%
ACM
854
AUA Capital Management
Pennsylvania
$1.3M +$181K +1,114 +16%
CMBA
855
C.M. Bidwell & Associates
Hawaii
$1.29M -$190K -1,172 -13%
HFS
856
HBC Financial Services
Washington
$1.28M
CWMGP
857
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.28M +$13.6K +84 +1%
MSFP
858
Mark Sheptoff Financial Planning
Connecticut
$1.28M +$52.7K +325 +4%
CB
859
Community Bank
New York
$1.27M -$7.46K -46 -0.6%
SBL
860
Sargent Bickham Lagudis
Colorado
$1.26M -$4M -24,675 -76%
NF
861
Norwood Financial
Pennsylvania
$1.26M -$173K -1,068 -12%
HAIM
862
Hunter Associates Investment Management
Pennsylvania
$1.25M +$39.6K +244 +3%
HGWM
863
Horst & Graben Wealth Management
Oregon
$1.24M -$34.9K -215 -3%
PFP
864
Paragon Financial Partners
California
$1.24M +$120K +738 +11%
MLFP
865
MPS Loria Financial Planners
Illinois
$1.23M +$1.78K +11 +0.1%
HWM
866
Horizon Wealth Management
Illinois
$1.23M +$6.16K +38 +0.5%
SWP
867
Summit Wealth Partners
Florida
$1.23M +$649 +4 +0.1%
GDP
868
Great Diamond Partners
Maine
$1.21M -$24.6K -152 -2%
AIA
869
Alera Investment Advisors
Illinois
$1.21M
TW
870
Towerpoint Wealth
California
$1.21M +$4.87K +30 +0.4%
SHGA
871
Sand Hill Global Advisors
California
$1.2M +$811 +5 +0.1%
BA
872
Bluesphere Advisors
Pennsylvania
$1.2M +$3.89K +24 +0.3%
PCM
873
Piedmont Capital Management
Montana
$1.2M +$111K +680 +10%
ACM
874
Advisors Capital Management
New Jersey
$1.2M +$183K +1,126 +18%
MFA
875
Morling Financial Advisors
California
$1.2M -$7.78K -48 -0.6%