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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 %
JPG
501
Jordan Park Group
California
$3.52M +$3.52M +22,915 New
CIM
502
Corda Investment Management
Texas
$3.52M +$85.9K +559 +3%
WSFS
503
Wilmington Savings Fund Society
Delaware
$3.51M -$16.7K -109 -0.5%
FMN
504
Financial Management Network
California
$3.51M +$64.9K +422 +2%
RIG
505
Roosevelt Investment Group
New York
$3.51M +$18.1K +118 +0.5%
TRCT
506
Tower Research Capital (TRC)
New York
$3.46M -$76.5K -498 -2%
BCA
507
Berman Capital Advisors
Georgia
$3.45M +$12.1K +79 +0.4%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$3.44M
BC
509
Bartlett & Co
Ohio
$3.44M
BOH
510
Bank of Hawaii
Hawaii
$3.42M -$70.7K -460 -2%
CFP
511
Curran Financial Partners
South Carolina
$3.39M +$311K +2,021 +10%
CIA
512
Compass Ion Advisors
Pennsylvania
$3.38M +$850K +5,531 +34%
MW
513
Marcum Wealth
Ohio
$3.38M +$307 +2 +0%
KPW
514
Kore Private Wealth
New York
$3.35M -$26.1K -170 -0.8%
FWM
515
Fairhaven Wealth Management
Illinois
$3.35M
JIC
516
Johnson Investment Counsel
Ohio
$3.31M +$610K +3,969 +23%
BWM
517
Baystate Wealth Management
Massachusetts
$3.3M -$462K -3,010 -12%
CWG
518
Cornerstone Wealth Group
North Carolina
$3.28M -$5.22K -34 -0.2%
LFAS
519
Level Four Advisory Services
Texas
$3.26M -$828K -5,393 -20%
WFA
520
Wade Financial Advisory
California
$3.26M -$46.8K -305 -1%
PCA
521
Personal Capital Advisors
California
$3.25M +$139K +903 +4%
IFO
522
Independent Family Office
New York
$3.24M
5L
523
55I LLC
Massachusetts
$3.24M +$1.32M +8,574 +69%
CA
524
CGN Advisors
Kansas
$3.23M -$3.15M -20,516 -49%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$3.22M -$6.25M -40,671 -66%