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Vanguard Dividend Appreciation ETF

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
526
Strategic Financial Services
New York
$3.19M -$196K -1,266 -6%
FAIM
527
Financial Advocates Investment Management
Washington
$3.19M -$3.21M -20,599 -50%
FNBOMD
528
First National Bank of Mount Dora
Florida
$3.19M
B
529
Barings
North Carolina
$3.15M -$1.83M -11,818 -37%
PCA
530
Personal Capital Advisors
California
$3.14M -$148K -957 -5%
TVWM
531
Tower View Wealth Management
Wisconsin
$3.14M +$24K +155 +0.8%
PA
532
Pinnacle Associates
New York
$3.12M -$2.63K -17 -0.1%
CFP
533
Curran Financial Partners
South Carolina
$3.09M +$557K +3,597 +22%
RWMH
534
Riverpoint Wealth Management Holdings
Illinois
$3.08M +$11K +71 +0.4%
GIM
535
Goelzer Investment Management
Indiana
$3.05M -$25.1K -162 -0.8%
IWC
536
Integrated Wealth Concepts
Massachusetts
$3.05M +$554K +3,577 +22%
PPP
537
Private Portfolio Partners
New Jersey
$3.04M +$929 +6 +0%
CB
538
Commerce Bank
Missouri
$3.04M -$5.73K -37 -0.2%
GHA
539
GW Henssler & Associates
Georgia
$2.99M +$187K +1,209 +7%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$2.97M -$559K -3,608 -16%
CG
541
Caprock Group
Idaho
$2.96M +$342K +2,211 +13%
SFG
542
Sovereign Financial Group
Connecticut
$2.95M
Deutsche Bank
543
Deutsche Bank
Germany
$2.95M -$322K -2,080 -10%
PAMG
544
Patton Albertson Miller Group
Tennessee
$2.93M -$489K -3,157 -14%
MHS
545
M Holdings Securities
Oregon
$2.9M +$52.6K +340 +2%
LAS
546
Lloyd Advisory Services
Georgia
$2.89M +$2.89M +18,663 +311,050%
OAM
547
Occidental Asset Management
California
$2.87M -$980K -6,331 -25%
AFM
548
Abbot Financial Management
Massachusetts
$2.84M +$21.4K +138 +0.8%
COF
549
Capital One Financial
Virginia
$2.84M -$404K -2,608 -12%
DSC
550
Duncker Streett & Co
Missouri
$2.83M -$310 -2 -0%