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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.34B 25,294,029 +3,632,646 +17%
Morgan Stanley
2
Morgan Stanley
New York
$1.77B 10,304,252 +423,014 +4%
Wells Fargo
3
Wells Fargo
California
$1.21B 7,034,019 +207,091 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.17B 6,841,038 -1,509,460 -18%
UBS Group
5
UBS Group
Switzerland
$1.01B 5,907,414 +235,397 +4%
Wealthfront Advisers
6
Wealthfront Advisers
California
$982M 5,718,085 -264,019 -4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$811M 4,722,915 -676,430 -13%
LPL Financial
8
LPL Financial
California
$780M 4,541,203 +188,783 +4%
Citigroup
9
Citigroup
New York
$563M 3,278,891 +34,466 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$544M 3,165,229 +77,807 +3%
HWM
11
HB Wealth Management
Georgia
$525M 3,055,666 +3,055,666 New
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$419M 2,440,304 +63,077 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$369M 2,149,662 +36,645 +2%
Ameriprise
14
Ameriprise
Minnesota
$367M 2,135,152 -63,473 -3%
Charles Schwab
15
Charles Schwab
California
$357M 2,078,748 +102,546 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$347M 2,021,549 -1,628 -0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$345M 2,011,305 -16,528 -0.8%
RJA
18
Raymond James & Associates
Florida
$291M 1,695,918 +40,807 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$291M 1,691,619 +72,667 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$289M 1,680,978 -18,349 -1%
S
21
SignatureFD
Georgia
$268M 1,557,542 +73,130 +5%
Truist Financial
22
Truist Financial
North Carolina
$253M 1,475,868 +3,347 +0.2%
Osaic Holdings
23
Osaic Holdings
Arizona
$252M 1,469,574 +39,492 +3%
Brown Advisory
24
Brown Advisory
Maryland
$210M 1,221,158 +74,688 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$199M 1,160,514 -6,970 -0.6%