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Vanguard Dividend Appreciation ETF

1,481 hedge funds and large institutions have $26.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 661 increasing their positions, 469 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.01%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.62%
New
94
Increased
661
Reduced
469
Closed
52
Calls
$70.3M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
276
TruWealth Advisors
Louisiana
$9.45M +$541K +3,520 +6%
NIM
277
Northeast Investment Management
Massachusetts
$9.41M +$57.1K +372 +0.6%
CA
278
Cetera Advisors
Colorado
$9.34M +$157K +1,022 +2%
PFA
279
Paradigm Financial Advisors
Missouri
$9.33M -$143K -931 -2%
DWP
280
Destiny Wealth Partners
Florida
$9.31M -$143K -934 -2%
SAMT
281
Select Asset Management & Trust
Pennsylvania
$9.31M -$7.36M -47,920 -44%
VWM
282
Vigilare Wealth Management
Arizona
$9.29M +$927K +6,036 +11%
MWA
283
Meridian Wealth Advisors
Texas
$9.22M +$322K +2,097 +4%
FMWA
284
Forvis Mazars Wealth Advisors
Missouri
$9.21M -$559K -3,637 -6%
WPWM
285
Windward Private Wealth Management
Kansas
$9.13M -$170K -1,104 -2%
SFM
286
Signet Financial Management
New Jersey
$8.95M +$8.95M +58,279 New
KCA
287
Karn Couzens & Associates
Connecticut
$8.88M +$181K +1,178 +2%
PA
288
Parallel Advisors
California
$8.79M -$348K -2,263 -4%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$8.76M -$461K -2,978 -5%
BEC
290
Blue Edge Capital
Virginia
$8.72M +$160K +1,040 +2%
WA
291
Wealth Advisors
California
$8.56M -$83.6K -544 -1%
SCA
292
Stokes Capital Advisors
South Carolina
$8.47M +$182K +1,187 +2%
CW
293
CreativeOne Wealth
Kansas
$8.43M +$1.1M +7,190 +15%
KTC
294
Kistler-Tiffany Companies
Pennsylvania
$8.17M -$13.4K -87 -0.2%
SEM
295
Strategic Equity Management
Arizona
$8.13M +$141K +921 +2%
NFG
296
Next Financial Group
Texas
$8.11M -$71.1K -463 -0.9%
AF
297
Allworth Financial
California
$8.1M +$6.78M +44,158 +515%
GJIC
298
Gamble Jones Investment Counsel
California
$8.02M +$75.3K +490 +0.9%
WIC
299
Woodmont Investment Counsel
Tennessee
$7.94M +$1.69K +11 +0%
TCA
300
Transcend Capital Advisors
New Jersey
$7.93M +$701K +4,261 +10%