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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 %
CCC
301
Crescent Capital Consulting
Louisiana
$7.9M -$2.17M -14,103 -22%
IA
302
IFG Advisory
Georgia
$7.89M +$47.6K +310 +0.6%
KCPG
303
Kavar Capital Partners Group
Kansas
$7.86M -$88.2K -574 -1%
1WA
304
180 Wealth Advisors
Washington
$7.86M -$101K -629 -1%
WLIM
305
White Lighthouse Investment Management
Massachusetts
$7.78M +$405K +2,638 +5%
OC
306
Oppenheimer & Co
New York
$7.75M +$202K +1,316 +3%
HWA
307
HHM Wealth Advisors
Tennessee
$7.73M +$405K +2,639 +6%
SWA
308
Safir Wealth Advisors
New Hampshire
$7.72M +$11.8K +77 +0.2%
SWA
309
Stratos Wealth Advisors
Ohio
$7.68M +$725K +4,720 +10%
DCM
310
Donaldson Capital Management
Indiana
$7.61M -$97.2K -633 -1%
CAL
311
Capital Analysts LLC
Pennsylvania
$7.57M -$74.5K -485 -1%
SWM
312
Spire Wealth Management
Virginia
$7.53M -$839K -5,458 -10%
JWCA
313
J.W. Cole Advisors
Florida
$7.51M +$58.4K +380 +0.8%
WCG
314
Weaver Consulting Group
California
$7.44M -$80.8K -526 -1%
SFP
315
Sandbox Financial Partners
Maryland
$7.38M -$2.39M -15,537 -24%
CCG
316
Chatham Capital Group
Georgia
$7.38M +$417K +2,714 +6%
FAIM
317
Financial Advocates Investment Management
Washington
$7.37M +$4.23M +27,512 +134%
VVP
318
Venture Visionary Partners
Ohio
$7.35M +$1.13M +7,356 +18%
GWAG
319
Garrett Wealth Advisory Group
Texas
$7.34M -$173K -1,124 -2%
HH
320
Hilltop Holdings
Texas
$7.29M +$2.96M +19,265 +68%
TGAM
321
TBH Global Asset Management
Tennessee
$7.21M -$86.9K -566 -1%
CAG
322
Crestwood Advisors Group
Massachusetts
$7.19M -$18.9K -123 -0.3%
OHIS
323
Oak Harvest Investment Services
Texas
$7.15M +$522K +3,398 +8%
JMFC
324
J.M. Forbes & Co
Massachusetts
$7.08M +$80.2K +522 +1%
MOS
325
MGO One Seven
Ohio
$7.06M +$120K +730 +2%