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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 %
JCM
1001
Jacobi Capital Management
Pennsylvania
$882K -$27K -157 -3%
MWM
1002
Merriman Wealth Management
Washington
$880K +$44.3K +258 +5%
SIS
1003
SVB Investment Services
Utah
$880K +$365K +2,125 +71%
TWM
1004
Titus Wealth Management
California
$879K +$1.2K +7 +0.1%
HCC
1005
Hirtle Callaghan & Co
Pennsylvania
$879K +$879K +5,115 New
Neuberger Berman Group
1006
Neuberger Berman Group
New York
$874K -$7.22K -42 -0.8%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$872K -$1.52M -8,879 -64%
MCM
1008
Maryland Capital Management
Maryland
$871K -$46.5K -271 -5%
CAI
1009
Capital Advisors Inc
Oklahoma
$869K -$87.1K -507 -9%
BPWM
1010
Badgley Phelps Wealth Managers
Washington
$868K -$72.3K -421 -8%
CWM
1011
Congress Wealth Management
Massachusetts
$868K +$868K +5,060 New
WSTAM
1012
Wilbanks Smith & Thomas Asset Management
Virginia
$860K +$550K +3,200 +177%
CAM
1013
Carret Asset Management
New York
$859K -$12K -70 -1%
JIP
1014
Jaffetilchin Investment Partners
Florida
$852K +$61.9K +360 +8%
BCM
1015
Brookmont Capital Management
Texas
$846K +$18.2K +106 +2%
SFP
1016
Sterling Financial Planning
New Jersey
$844K +$84.9K +494 +11%
CG
1017
Cutler Group
California
$841K +$841K +4,900 New
WFA
1018
Wipfli Financial Advisors
Wisconsin
$841K +$841K +4,894 New
SC
1019
Saiph Capital
New Jersey
$840K +$840K +4,889 New
BWM
1020
BNC Wealth Management
Oregon
$839K +$66.6K +388 +9%
TWA
1021
TCI Wealth Advisors
Arizona
$837K +$11.3K +66 +1%
KC
1022
Kingfisher Capital
North Carolina
$833K +$343 +2 +0%
BCI
1023
Brinker Capital Investments
Pennsylvania
$833K +$15.6K +91 +2%
LWM
1024
Laidlaw Wealth Management
New York
$833K +$833K +4,849 New
VC
1025
Vicus Capital
Pennsylvania
$830K +$69.1K +418 +9%