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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 %
PWMAG
1051
Pinnacle Wealth Management Advisory Group
New Jersey
$766K +$52.4K +305 +7%
AWP
1052
Ascent Wealth Partners
New York
$764K +$72K +419 +10%
RIM
1053
Rockbridge Investment Management
New York
$759K +$3.61K +21 +0.5%
MTIC
1054
Missouri Trust & Investment Company
Missouri
$757K +$757K +4,409 New
AIA
1055
Angeles Investment Advisors
California
$756K -$99.6K -580 -12%
CM
1056
Capital Management
Virginia
$756K
BMWM
1057
Brown Miller Wealth Management
Virginia
$756K
HA
1058
HFG Advisors
Ohio
$756K +$756K +4,400 New
BFA
1059
Beaumont Financial Advisors
Massachusetts
$753K +$498K +2,897 +195%
AHC
1060
Anderson Hoagland & Co
Missouri
$751K
ADL
1061
Asset Dedication LLC
California
$749K -$179K -1,045 -19%
JWA
1062
JFS Wealth Advisors
Pennsylvania
$748K +$307K +1,789 +70%
VFP
1063
Verus Financial Partners
Virginia
$746K +$18K +105 +2%
FNB
1064
Farmers National Bank
Kentucky
$746K -$142K -827 -16%
SCM
1065
SOL Capital Management
Maryland
$745K
CL
1066
Choreo LLC
Illinois
$744K
PAM
1067
Palisade Asset Management
Minnesota
$744K +$56K +326 +8%
KA
1068
Klingman & Associates
New York
$743K -$31.2K -182 -4%
HA
1069
Herold Advisors
New York
$743K +$206K +1,200 +38%
CP
1070
Coho Partners
Pennsylvania
$743K +$743K +4,325 New
MWAM
1071
Manhattan West Asset Management
California
$741K +$741K +4,316 New
CPIG
1072
Chicago Partners Investment Group
Illinois
$738K -$123K -777 -14%
SFWA
1073
Summit Financial Wealth Advisors
Louisiana
$737K +$10.7K +62 +1%
TSWM
1074
Triangle Securities Wealth Management
North Carolina
$736K +$172 +1 +0%
PP
1075
Prudential plc
United Kingdom
$735K +$156K +910 +27%