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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 %
SMG
326
Smart Money Group
Texas
$7.05M -$188K -1,221 -3%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$7.04M +$2.28M +14,831 +48%
BWM
328
Benchmark Wealth Management
Connecticut
$7.03M -$399K -2,596 -5%
ABC
329
Associated Banc-Corp
Wisconsin
$6.98M +$146K +951 +2%
NPI
330
New Perspectives Inc
Mississippi
$6.95M +$67.1K +437 +1%
BFO
331
Boston Family Office
Massachusetts
$6.9M +$1.25M +8,119 +22%
HI
332
Human Investing
Oregon
$6.86M +$138K +899 +2%
MWP
333
MYCIO Wealth Partners
Pennsylvania
$6.86M +$780K +5,080 +13%
SFA
334
Souders Financial Advisors
Ohio
$6.83M +$115K +750 +2%
AIC
335
Archer Investment Corporation
Indiana
$6.82M -$687K -4,473 -9%
NP
336
NorthRock Partners
Minnesota
$6.81M -$478K -3,068 -7%
DBRC
337
D.B. Root & Company
Pennsylvania
$6.76M -$38.4K -250 -0.6%
WT
338
Washington Trust
Rhode Island
$6.76M +$247K +1,606 +4%
PP
339
Palladium Partners
Virginia
$6.75M -$146K -951 -2%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$6.7M +$41.2K +268 +0.6%
SMC
341
Smith, Moore & Co
Missouri
$6.69M +$153K +995 +2%
FMBTD
342
First Midwest Bank Trust Division
Illinois
$6.68M -$509K -3,311 -7%
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$306K +1,994 +5%
MFS
344
McNamara Financial Services
Massachusetts
$6.64M -$111K -723 -2%
FFC
345
Fure Financial Corporation
Minnesota
$6.63M -$1.72M -11,206 -21%
RFA
346
Radnor Financial Advisors
Pennsylvania
$6.61M +$164K +1,065 +3%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$6.58M +$431K +2,804 +7%
WA1
348
Wimmer Associates 1
California
$6.57M -$413K -2,691 -6%
KL
349
KWMG LLC
Kansas
$6.53M +$81.7K +532 +1%
PGFC
350
Peapack-Gladstone Financial Corp
New Jersey
$6.53M +$3.82M +24,869 +141%