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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 %
RG
601
Retirement Group
California
$2.3M +$34.7K +226 +2%
AF
602
Advisornet Financial
Minnesota
$2.3M +$156K +1,014 +7%
BCP
603
Blue Chip Partners
Michigan
$2.29M -$51.9K -338 -2%
PSUF
604
People's United Financial
Connecticut
$2.28M +$30.7K +200 +1%
DSC
605
Duncker Streett & Co
Missouri
$2.27M -$535K -3,483 -19%
JFG
606
JMG Financial Group
Illinois
$2.27M +$127K +825 +6%
EAM
607
Evanson Asset Management
California
$2.27M +$269K +1,744 +13%
NEGWA
608
New England Guild Wealth Advisors
Connecticut
$2.26M -$127K -824 -5%
KJWM
609
Kiley Juergens Wealth Management
Washington
$2.26M -$27.2K -177 -1%
BJL
610
Brighton Jones LLC
Washington
$2.25M -$32.4K -211 -1%
SCG
611
Sonata Capital Group
Washington
$2.24M +$242K +1,578 +12%
RGC
612
Roberts, Glore & Co
Illinois
$2.24M -$112K -726 -5%
LW
613
Linscomb Wealth
Texas
$2.23M -$33.9K -221 -1%
AWM
614
Avior Wealth Management
Nebraska
$2.23M -$114K -743 -5%
AF
615
Affiance Financial
Minnesota
$2.23M -$46.5K -303 -2%
WP
616
WealthSource Partners
California
$2.22M -$3.53K -23 -0.2%
PFP
617
Pinnacle Financial Partners
Tennessee
$2.15M +$76.7K +499 +4%
CPIA
618
Cornell Pochily Investment Advisors
New York
$2.15M +$92.6K +603 +5%
OLA
619
Oliver Luxxe Assets
New Jersey
$2.15M -$461 -3 -0%
PMFA
620
Plante Moran Financial Advisors
Michigan
$2.14M +$22.6K +147 +1%
BW
621
Bison Wealth
Georgia
$2.14M -$30.6K -199 -1%
OPS
622
Orion Portfolio Solutions
Nebraska
$2.14M -$95.8K -624 -4%
FSA
623
Fort Sheridan Advisors
Illinois
$2.14M +$286K +1,859 +15%
KIA
624
KCM Investment Advisors
California
$2.14M +$17.7K +115 +0.8%
SWA
625
Sax Wealth Advisors
New Jersey
$2.12M -$11.8K -77 -0.6%