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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 %
FCAS
1701
First Command Advisory Services
Texas
$5K 27 +27 New
GWMIA
1702
Global Wealth Management Investment Advisory
Florida
$4K 25 +11 +79%
LFA
1703
Level Financial Advisors
New York
$4K 23 +23 New
FHC
1704
First Heartland Consultants
Missouri
$3.26K 18,995 +4,006 +27%
JMF
1705
Johnson Midwest Financial
Iowa
$3K 20
MRCM
1706
M&R Capital Management
New Jersey
$3K 20 +20 New
LWMNY
1707
Landmark Wealth Management (New York)
New York
$3K 14,966 +14,966 New
FFG
1708
Ford Financial Group
California
$1.16K 6,735 +7 +0.1%
BBHC
1709
Brown Brothers Harriman & Co
New York
$1.15K 6,707
BIM
1710
Baldwin Investment Management
Pennsylvania
$1.13K 6,557 +1,347 +26%
LPWM
1711
Lake Point Wealth Management
Texas
$1K 7
TIM
1712
Tevis Investment Management
Texas
$1K 7 +7 New
LWM
1713
Liberty Wealth Management
California
-1,857 Closed
CP
1714
Castleview Partners
Texas
$232 39,846 +39,846 New
WP
1715
WMS Partners
Maryland
-109,533 Closed
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
-95,981 Closed
NL
1717
NEPC LLC
Massachusetts
-76,200 Closed
SEM
1718
Strategic Equity Management
Arizona
-52,947 Closed
ELI
1719
Empire Life Investments
Ontario, Canada
-42,400 Closed
SLWA
1720
San Luis Wealth Advisors
California
-35,744 Closed
GRP
1721
Global Retirement Partners
California
-32,948 Closed
HF
1722
HRT Financial
New York
-29,403 Closed
TRCT
1723
Tower Research Capital (TRC)
New York
-22,513 Closed
Twin Tree Management
1724
Twin Tree Management
Texas
-10,563 Closed
Simplex Trading
1725
Simplex Trading
Illinois
-9,644 Closed