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Vanguard Dividend Appreciation ETF

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
276
Paradigm Financial Advisors
Missouri
$9.55M -$154K -994 -2%
RIA
277
Regal Investment Advisors
Michigan
$9.54M +$9.54M +61,659 New
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$9.54M -$2.75M -17,740 -22%
DWP
279
Destiny Wealth Partners
Florida
$9.53M +$628K +4,054 +7%
RIL
280
Rothschild Investment LLC
Illinois
$9.51M +$279K +1,802 +3%
NIM
281
Northeast Investment Management
Massachusetts
$9.42M -$98.9K -639 -1%
RCAG
282
Rehmann Capital Advisory Group
Michigan
$9.42M -$40.3K -255 -0.4%
WPWM
283
Windward Private Wealth Management
Kansas
$9.37M -$61.5K -397 -0.7%
CWA
284
Clarity Wealth Advisors
California
$9.26M +$776K +5,016 +9%
CA
285
Cetera Advisors
Colorado
$9.25M +$212K +1,372 +2%
PA
286
Parallel Advisors
California
$9.2M -$128K -824 -1%
TA
287
TruWealth Advisors
Louisiana
$8.98M +$2M +12,926 +29%
MWA
288
Meridian Wealth Advisors
Texas
$8.97M +$691K +4,463 +8%
WA
289
Wealth Advisors
California
$8.91M +$206K +1,297 +2%
ACI
290
Alpha Cubed Investments
California
$8.82M +$121K +782 +1%
KCA
291
Karn Couzens & Associates
Connecticut
$8.77M +$463K +2,992 +6%
BEC
292
Blue Edge Capital
Virginia
$8.63M -$2.26M -14,601 -21%
VWM
293
Vigilare Wealth Management
Arizona
$8.42M +$275K +1,777 +3%
FFC
294
Fure Financial Corporation
Minnesota
$8.41M -$474K -3,064 -5%
SCA
295
Stokes Capital Advisors
South Carolina
$8.35M +$251K +1,619 +3%
GAM
296
Geier Asset Management
Maryland
$8.32M +$409K +2,643 +5%
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$8.24M +$34.1K +220 +0.4%
NFG
298
Next Financial Group
Texas
$8.24M +$173K +1,115 +2%
SWM
299
Spire Wealth Management
Virginia
$8.18M -$463K -3,086 -5%
RA
300
Rational Advisors
New York
$8.05M +$2.99M +19,316 +59%