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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 %
MWM
1201
Madison Wealth Management
Ohio
$535K +$17.3K +101 +3%
DWM
1202
Destination Wealth Management
California
$533K -$56.5K -329 -10%
S
1203
SimplyRich
California
$533K
SFG
1204
Sowa Financial Group
Rhode Island
$532K -$18.4K -107 -3%
LPT
1205
Legacy Private Trust
Wisconsin
$527K
GAM
1206
Gould Asset Management
California
$526K +$43.8K +255 +9%
WCM
1207
Wealthcare Capital Management
Virginia
$526K +$73K +425 +16%
KSWA
1208
Kathleen S. Wright Associates
Pennsylvania
$524K +$524K +3,052 New
LNWTC
1209
Laird Norton Wetherby Trust Company
Washington
$523K +$8.06K +47 +2%
GT
1210
Glenview Trust
Kentucky
$523K +$103K +600 +25%
IWP
1211
Icon Wealth Partners
Texas
$519K +$21.5K +125 +4%
RCM
1212
Radnor Capital Management
Pennsylvania
$519K +$519K +3,020 New
C
1213
Certuity
Florida
$518K
CC
1214
Claybrook Capital
Massachusetts
$515K
EIP
1215
Ellis Investment Partners
Pennsylvania
$510K -$2.06K -12 -0.4%
FNC
1216
First National Corp
Massachusetts
$510K
Toronto Dominion Bank
1217
Toronto Dominion Bank
Ontario, Canada
$510K
KFA
1218
Kelleher Financial Advisors
New York
$509K -$289K -1,680 -36%
IA
1219
IAM Advisory
Pennsylvania
$506K -$31.6K -188 -6%
SCA
1220
Stonebridge Capital Advisors
Minnesota
$505K -$21.3K -124 -4%
B
1221
Bensler
Washington
$504K +$504K +2,935 New
QCG
1222
Quadrant Capital Group
Ohio
$501K -$5.15K -30 -1%
JC
1223
JB Capital
Connecticut
$501K +$8.07K +47 +2%
BAM
1224
Berkshire Asset Management
Pennsylvania
$500K +$21.1K +123 +4%
TWM
1225
Thrive Wealth Management
Pennsylvania
$500K +$500K +2,910 New