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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 %
Bank Julius Baer & Co
1126
Bank Julius Baer & Co
Switzerland
$627K +$148K +860 +31%
CMS
1127
Capital Market Strategies
Florida
$626K +$626K +3,644 New
HCM
1128
Howland Capital Management
Massachusetts
$622K +$299K +1,739 +92%
EP
1129
Edgestream Partners
New Jersey
$620K +$281K +1,635 +83%
SWM
1130
Soundmark Wealth Management
Washington
$619K +$5.15K +30 +0.8%
ORC
1131
O'Rourke & Company
Massachusetts
$619K +$619K +3,607 New
Financial Engines Advisors
1132
Financial Engines Advisors
California
$618K +$89.8K +523 +17%
TFS
1133
Thoroughbred Financial Services
Tennessee
$617K +$514 +3 +0.1%
OCPWS
1134
One Charles Private Wealth Services
Massachusetts
$615K +$344 +2 +0.1%
JWBC
1135
John W. Brooker & Co
California
$615K +$16K +93 +3%
CPSAC
1136
Chas P. Smith & Associates (CPS)
Florida
$610K
MKA
1137
M. Kulyk & Associates
Georgia
$609K +$79.4K +462 +15%
IAP
1138
Indie Asset Partners
Indiana
$606K -$25.8K -150 -4%
BHWA
1139
Beacon Harbor Wealth Advisors
Virginia
$601K
BWM
1140
BCS Wealth Management
Tennessee
$601K
SC
1141
Stephens Consulting
Michigan
$599K +$599K +3,488 New
CB
1142
Cadence Bank
Mississippi
$599K
CA
1143
CapWealth Advisors
Tennessee
$596K -$87K -507 -13%
FPFS
1144
First Personal Financial Services
North Carolina
$596K -$49.8K -290 -8%
FWCM
1145
Ferguson Wellman Capital Management
Oregon
$596K +$23.7K +138 +4%
DI
1146
Disciplined Investments
Oklahoma
$595K -$15.5K -90 -3%
FA
1147
Fermata Advisors
California
$594K -$159K -928 -21%
CAM
1148
Covenant Asset Management
New Jersey
$594K -$15.8K -92 -3%
FNWM
1149
Financial Network Wealth Management
Utah
$592K +$40.4K +235 +7%
MWM
1150
Minot Wealth Management
Massachusetts
$591K +$23.7K +138 +4%