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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 %
YIA
926
YHB Investment Advisors
Connecticut
$1.05M -$26K -160 -2%
JCM
927
Jacobi Capital Management
Pennsylvania
$1.04M +$208K +1,281 +25%
SEIA
928
Signature Estate & Investment Advisors
California
$1.03M +$51.4K +317 +5%
QWM
929
Quaker Wealth Management
New Jersey
$1.03M +$3.57K +22 +0.3%
SSC
930
Syverson Strege & Co
Iowa
$1.03M
TFA
931
Teamwork Financial Advisors
Texas
$1.02M -$30.2K -186 -3%
IFWM
932
Institute for Wealth Management
Colorado
$1.02M -$9.08K -56 -0.9%
CC
933
Chicago Capital
Illinois
$1.02M
EA
934
Emerald Advisors
Washington
$1.02M +$99.7K +615 +11%
CAAS
935
Capital Asset Advisory Services
Michigan
$1.01M +$61.6K +380 +6%
CAAM
936
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M +$252K +1,552 +33%
MYIA
937
Mount Yale Investment Advisors
Colorado
$1.01M +$324 +2 +0%
BWM
938
Birchcreek Wealth Management
Ohio
$1M -$62.6K -386 -6%
SIA
939
Sage Investment Advisers
New York
$1M +$135K +831 +16%
FFG
940
Ford Financial Group
California
$996K -$95.3K -588 -9%
HFS
941
Horizon Financial Services
North Carolina
$995K -$302K -1,863 -23%
FCA
942
FinTrust Capital Advisors
South Carolina
$993K -$1.01M -6,220 -50%
EFL
943
ERn Financial LLC
Wisconsin
$992K -$26.9K -166 -3%
MWM
944
Minot Wealth Management
Massachusetts
$992K +$434K +2,679 +78%
WAM
945
WNY Asset Management
New York
$990K +$162 +1 +0%
BIAS
946
Beacon Investment Advisory Services
New Jersey
$986K -$3.73K -23 -0.4%
APWM
947
Atlas Private Wealth Management
New York
$985K +$7.95K +49 +0.8%
MAG
948
Mayfair Advisory Group
Alabama
$981K -$3.09K -19 -0.3%
AWM
949
Axxcess Wealth Management
California
$979K -$16K -99 -2%
TC
950
Tenret Company
Florida
$979K