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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 %
RMDI
1301
R.M. Davis Inc
Maine
$413K -$28.4K -165 -6%
AW
1302
Apricus Wealth
South Carolina
$413K +$413K +2,403 New
SCM
1303
Sterneck Capital Management
Missouri
$412K -$2.24K -13 -0.5%
BFIC
1304
Bedell Frazier Investment Counselling
California
$411K
ACA
1305
Anchor Capital Advisors
Massachusetts
$409K -$43K -250 -10%
MCM
1306
Murphy Capital Management
New Jersey
$407K -$5.14K -30 -1%
MWM
1307
Marietta Wealth Management
Georgia
$404K -$3.6K -21 -0.9%
CWA
1308
Clearview Wealth Advisors
Oregon
$403K +$42.2K +246 +12%
FTUS
1309
Flow Traders U.S.
New York
$402K -$1.34M -7,792 -77%
AP
1310
Adero Partners
California
$402K -$31.8K -185 -7%
FWM
1311
Finer Wealth Management
Massachusetts
$401K +$401K +2,333 New
APW
1312
Aurora Private Wealth
New Jersey
$398K -$3.95K -23 -1%
FPCP
1313
Fort Point Capital Partners
California
$398K
KFC
1314
Klingenstein Fields & Co
New York
$397K -$69.8K -406 -15%
AIM
1315
Anchor Investment Management
South Carolina
$397K
AOWM
1316
Alpha Omega Wealth Management
Virginia
$396K +$168 +1 +0%
MAM
1317
McLean Asset Management
Virginia
$396K +$338 +2 +0.1%
SEEDPG
1318
S.E.E.D. Planning Group
New York
$395K
TFA
1319
Trinity Financial Advisors
Ohio
$394K +$172 +1 +0%
TT
1320
TI-Trust
Illinois
$391K +$391K +2,278 New
OCM
1321
One Capital Management
California
$390K +$390K +2,273 New
BRC
1322
Bell Rock Capital
Delaware
$385K +$385K +2,237 New
VNA
1323
Valley National Advisers
Pennsylvania
$384K
GWSG
1324
GPS Wealth Strategies Group
Colorado
$382K +$110K +639 +40%
TAM
1325
Trillium Asset Management
Massachusetts
$382K +$382K +2,226 New