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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 %
HCM
1201
Hengehold Capital Management
Ohio
$505K -$38.6K -238 -7%
CA
1202
Carson Advisory
Georgia
$505K +$102K +632 +25%
S
1203
SimplyRich
California
$503K
RCI
1204
RS Crum Inc
California
$503K +$72K +444 +17%
ZIM
1205
Zacks Investment Management
Illinois
$502K +$312K +1,924 +164%
OBGC
1206
O'Brien Greene & Co
Pennsylvania
$501K -$17K -105 -3%
KFA
1207
Kelleher Financial Advisors
New York
$501K +$21.1K +130 +4%
LPT
1208
Legacy Private Trust
Wisconsin
$498K
MJB
1209
Mark J. Bradley
$498K +$32.4K +200 +7%
BDF
1210
Black Diamond Financial
Maryland
$498K +$82.3K +507 +20%
WCM
1211
Wealthcare Capital Management
Virginia
$497K
WKSWA
1212
White Knight Strategic Wealth Advisors
New Jersey
$497K +$497K +3,066 New
GAM
1213
Gould Asset Management
California
$496K
KSWA
1214
Kathleen S. Wright Associates
Pennsylvania
$495K +$324 +2 +0.1%
RTS
1215
Round Table Services
New Jersey
$493K -$13.8K -85 -3%
SFG
1216
Sowa Financial Group
Rhode Island
$492K -$10.1K -62 -2%
IWP
1217
Icon Wealth Partners
Texas
$490K
IA
1218
IAM Advisory
Pennsylvania
$490K +$2.11K +13 +0.4%
CHC
1219
City Holding Co
West Virginia
$490K +$10.2K +63 +2%
WA
1220
Waverly Advisors
Alabama
$487K
IAP
1221
Indie Asset Partners
Indiana
$486K -$85.9K -530 -15%
LNWTC
1222
Laird Norton Wetherby Trust Company
Washington
$486K -$7.61K -47 -2%
CC
1223
Claybrook Capital
Massachusetts
$486K
WIM
1224
Westside Investment Management
California
$486K -$11.1K -905 -2%
Toronto Dominion Bank
1225
Toronto Dominion Bank
Ontario, Canada
$482K