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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 %
FWM
1251
Focused Wealth Management
New York
$468K
MWM
1252
MBE Wealth Management
Wisconsin
$468K
CHC
1253
City Holding Co
West Virginia
$467K -$20.5K -130 -4%
NCM
1254
Noesis Capital Mangement
Florida
$467K
CRWM
1255
Castle Rock Wealth Management
California
$466K -$42.3K -265 -8%
SAM
1256
SignalPoint Asset Management
Missouri
$466K +$26.8K +156 +6%
AIM
1257
Acropolis Investment Management
Missouri
$465K +$50.8K +296 +12%
VCM
1258
Virtue Capital Management
Tennessee
$465K +$151K +879 +48%
WOC
1259
West Oak Capital
California
$464K +$85.9K +500 +23%
MF
1260
Montis Financial
Massachusetts
$463K
IC
1261
Intersect Capital
California
$460K -$25.2K -147 -5%
ST
1262
Sageworth Trust
Pennsylvania
$460K
KCFA
1263
Key Client Fiduciary Advisors
New Jersey
$460K +$460K +2,679 New
AGP
1264
Autumn Glory Partners
Texas
$459K +$459K +2,673 New
HTHT
1265
Hemenway Trust Hemenway Trust
New Hampshire
$458K +$28.9K +168 +7%
PS
1266
Planned Solutions
California
$458K +$458K +2,668 New
OL
1267
Optas LLC
Texas
$457K
WCF
1268
West Coast Financial
California
$456K -$54.9K -320 -11%
JF
1269
JSF Financial
California
$456K +$94.1K +548 +26%
RCI
1270
RS Crum Inc
California
$456K +$456K +2,656 New
MCM
1271
Mengis Capital Management
Oregon
$451K +$172 +1 +0%
MWPCG
1272
Measured Wealth Private Client Group
New Hampshire
$446K
TSWM
1273
Tyler-Stone Wealth Management
Ohio
$446K +$446K +2,594 New
ONST
1274
Old North State Trust
North Carolina
$442K -$302K -1,757 -41%
SFC
1275
SYM Financial Corp
Indiana
$442K