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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 %
PIA
1026
Perennial Investment Advisors
California
$771K +$236K +1,456 +44%
BDF
1027
Balasa Dinverno & Foltz
$770K
JIP
1028
Jaffetilchin Investment Partners
Florida
$768K +$32.1K +216 +4%
PWMAG
1029
Pinnacle Wealth Management Advisory Group
New Jersey
$766K +$42.5K +262 +6%
KC
1030
Kenfarb & Co
Kentucky
$765K
AAM
1031
Aureus Asset Management
Massachusetts
$761K -$3.24K -20 -0.4%
ACP
1032
Arcus Capital Partners
Georgia
$751K +$1.95K +12 +0.3%
TWA
1033
TCI Wealth Advisors
Arizona
$749K -$40.2K -248 -5%
AHC
1034
Anderson Hoagland & Co
Missouri
$749K -$8.11K -50 -1%
PP
1035
Prudential plc
United Kingdom
$749K +$55.1K +340 +8%
SRC
1036
Sage Rhino Capital
California
$748K
BFA
1037
Beaumont Financial Advisors
Massachusetts
$747K +$36.2K +223 +5%
CA
1038
CapWealth Advisors
Tennessee
$744K +$181K +1,118 +32%
PCMC
1039
Private Capital Management (Colorado)
Colorado
$742K +$16.7K +103 +2%
LCM
1040
Logan Capital Management
Pennsylvania
$739K -$6.48K -40 -0.9%
CCM
1041
Carlson Capital Management
Minnesota
$739K +$2.43K +15 +0.3%
GP
1042
Girard Partners
Pennsylvania
$737K +$408K +2,517 +124%
BBPWM
1043
Blue Bell Private Wealth Management
Pennsylvania
$737K +$615K +3,794 +506%
KWS
1044
Keystone Wealth Services
California
$733K -$29.5K -182 -4%
KPCM
1045
Kings Point Capital Management
New York
$731K -$6.98K -43 -0.9%
IAIM
1046
Industrial Alliance Investment Management
Quebec, Canada
$723K +$442K +2,727 +157%
MCWS
1047
McKinley Carter Wealth Services
West Virginia
$721K +$305K +1,880 +73%
PMFA
1048
Plante Moran Financial Advisors
Michigan
$720K -$103K -637 -13%
WDL
1049
Well Done LLC
Michigan
$720K -$23.7K -146 -3%
MTIC
1050
Missouri Trust & Investment Company
Missouri
$715K