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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 %
SCA
476
STALEY CAPITAL ADVISERS
Pennsylvania
$3.92M +$227K +1,479 +6%
OAM
477
Occidental Asset Management
California
$3.91M +$1.06M +6,912 +37%
CIA
478
Choate Investment Advisors
Massachusetts
$3.89M +$233K +1,515 +6%
EHPM
479
Emery Howard Portfolio Management
California
$3.85M -$86.5K -563 -2%
MWM
480
Moulton Wealth Management
Washington
$3.84M +$2.59M +16,723 +208%
FI
481
Financial Insights
Washington
$3.84M +$49.2K +320 +1%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$3.84M +$75.4K +491 +2%
AWA
483
Acorn Wealth Advisors
Michigan
$3.83M +$123K +802 +3%
VWA
484
V Wealth Advisors
Kansas
$3.82M +$433K +2,819 +13%
BFM
485
Boston Financial Management
Massachusetts
$3.79M -$135K -881 -3%
AIFAIM
486
American Institute for Advanced Investment Management
Arizona
$3.76M -$89.8K -585 -2%
HWMG
487
Hurlow Wealth Management Group
Indiana
$3.73M -$20.6K -134 -0.5%
SCI
488
S&CO Inc
Massachusetts
$3.73M
Man Group
489
Man Group
United Kingdom
$3.68M +$1.98M +12,869 +116%
BIA
490
Bell Investment Advisors
California
$3.68M +$3.68M +23,929 New
CFSG
491
Community Financial Services Group
Vermont
$3.66M +$46.8K +305 +1%
PBF
492
Petix & Botte Financial
California
$3.65M +$1.76M +11,431 +93%
KFGK
493
Keystone Financial Group (Kentucky)
Kentucky
$3.63M +$105K +683 +3%
CM
494
Cornerstone Management
Georgia
$3.6M +$180K +1,170 +5%
C1AG
495
Client 1st Advisory Group
Florida
$3.6M +$10.1K +66 +0.3%
CCFM
496
Clear Creek Financial Management
Washington
$3.58M +$373K +2,428 +12%
BFA
497
Benedict Financial Advisors
Georgia
$3.58M +$6.91K +45 +0.2%
FCB
498
First Command Bank
Texas
$3.57M -$475K -3,094 -12%
FCFS
499
First Command Financial Services
Texas
$3.57M -$475K -3,094 -12%
LCS
500
Levin Capital Strategies
New York
$3.53M