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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 %
FA
951
FC Advisory
Pennsylvania
$1.03M +$91.3K +532 +10%
GEA
952
Glen Eagle Advisors
New Jersey
$1.03M +$24.2K +141 +2%
IWN
953
Independent Wealth Network
Iowa
$1.03M +$35.5K +207 +4%
IF
954
Intrua Financial
Texas
$1.02M -$127K -742 -11%
SPI
955
Santori & Peters Inc
Pennsylvania
$1.02M +$3.95K +23 +0.4%
BS
956
Boenning & Scattergood
Pennsylvania
$1.01M +$7.56K +44 +0.8%
TIA
957
Traphagen Investment Advisors
New Jersey
$1.01M
GKWIM
958
Gerber Kawasaki Wealth & Investment Management
California
$1.01M -$66.4K -387 -6%
CAAS
959
Capital Asset Advisory Services
Michigan
$1.01M -$31.1K -181 -3%
MIAS
960
Mason Investment Advisory Services
Virginia
$1.01M -$41.9K -244 -4%
AWM
961
Altium Wealth Management
New York
$1M -$51.9K -302 -5%
NB
962
Northwest Bancshares
Pennsylvania
$1M
LBC
963
Lowe Brockenbrough & Co
Virginia
$1M +$97.5K +568 +11%
WMG
964
WESCAP Management Group
California
$999K +$40.9K +238 +4%
AWM
965
Aries Wealth Management
Maine
$997K +$8.07K +47 +0.8%
SS
966
Sunbelt Securities
Texas
$995K +$77K +472 +8%
TFA
967
Triad Financial Advisors
North Carolina
$989K +$989K +5,761 New
EFA
968
Evernest Financial Advisors
Indiana
$986K +$986K +5,609 New
CBN
969
Cadence Bank NA
Texas
$984K +$197K +1,150 +25%
RIG
970
Roosevelt Investment Group
New York
$980K -$2.95M -17,159 -75%
VAS
971
Vestmark Advisory Solutions
Massachusetts
$979K +$26.1K +152 +3%
MLL
972
Moody Lynn & Lieberson
Massachusetts
$976K
MSAM
973
Moloney Securities Asset Management
Missouri
$972K -$5.32K -31 -0.5%
EA
974
Emerald Advisors
Washington
$971K +$971K +5,653 New
PFG
975
Pacific Financial Group
Washington
$965K +$6.75K +40 +0.7%