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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 %
PCS
926
Personal CFO Solutions
New Jersey
$1.1M +$103K +602 +10%
SP
927
Successful Portfolios
Florida
$1.1M +$12.5K +73 +1%
IFWM
928
Institute for Wealth Management
Colorado
$1.09M -$50.1K -292 -4%
VV
929
Verity & Verity
South Carolina
$1.09M -$1.37M -7,989 -56%
SSC
930
Syverson Strege & Co
Iowa
$1.09M
QWM
931
Quaker Wealth Management
New Jersey
$1.09M +$1.09M +6,330 New
ACM
932
Advisors Capital Management
New Jersey
$1.08M +$20.3K +118 +2%
EFL
933
ERn Financial LLC
Wisconsin
$1.08M +$28.5K +166 +3%
CC
934
Chicago Capital
Illinois
$1.08M
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$1.07M +$6.71K +42 +0.6%
MYIA
936
Mount Yale Investment Advisors
Colorado
$1.07M +$66.6K +388 +7%
FPW
937
Flagship Private Wealth
Massachusetts
$1.06M +$1.2K +7 +0.1%
AIM
938
Allen Investment Management
New York
$1.06M +$692K +4,032 +190%
BW
939
Bison Wealth
Georgia
$1.06M -$1.34M -7,805 -56%
AWM
940
Axxcess Wealth Management
California
$1.05M +$1.05M +6,139 New
FPGK
941
Financial Partners Group (Kansas)
Kansas
$1.05M +$14.1K +87 +1%
WAM
942
WNY Asset Management
New York
$1.05M -$52.3K -304 -5%
BIAS
943
Beacon Investment Advisory Services
New Jersey
$1.05M +$18K +105 +2%
FPB
944
First PREMIER Bank
South Dakota
$1.05M
CA
945
CoreCap Advisors
Michigan
$1.04M +$1.04M +6,076 New
SEIA
946
Signature Estate & Investment Advisors
California
$1.04M +$155K +905 +18%
TC
947
Tenret Company
Florida
$1.04M
GG
948
Gofen & Glossberg
Illinois
$1.04M -$25.6K -149 -2%
APWM
949
Atlas Private Wealth Management
New York
$1.04M +$172 +1 +0%
MAG
950
Mayfair Advisory Group
Alabama
$1.03M -$1.7K -10 -0.2%