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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 %
Twin Tree Management
701
Twin Tree Management
Texas
$1.62M +$1.62M +10,563 New
NDSI
702
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$80.9K -527 -5%
MIM
703
Moseley Investment Management
Florida
$1.61M -$65.2K -420 -4%
AWA
704
ARQ Wealth Advisors
Arizona
$1.6M -$31K -202 -2%
DDC
705
DF Dent & Co
Maryland
$1.59M -$7.68K -50 -0.5%
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$1.59M +$7.22K +47 +0.5%
ECG
707
EPIQ Capital Group
California
$1.58M +$9.52K +62 +0.6%
GSWM
708
Golden State Wealth Management
California
$1.58M +$88.5K +576 +6%
SS
709
Simplicity Solutions
Minnesota
$1.57M +$928K +6,038 +144%
APW
710
Acima Private Wealth
Virginia
$1.57M
GIM
711
Goelzer Investment Management
Indiana
$1.57M -$1.45M -9,474 -48%
FTUS
712
Flow Traders U.S.
New York
$1.56M +$597K +3,885 +62%
HCM
713
Hall Capital Management
Rhode Island
$1.55M +$19.5K +127 +1%
EP
714
Eudaimonia Partners
Tennessee
$1.54M -$47.6K -310 -3%
IF
715
IRON Financial
Illinois
$1.52M -$97.3K -633 -6%
MC
716
Miramar Capital
Illinois
$1.52M -$65.9K -429 -4%
BCFS
717
Butensky & Cohen Financial Security
Florida
$1.52M +$19.5K +127 +1%
FNT
718
First National Trust
Pennsylvania
$1.51M -$106K -687 -7%
Simplex Trading
719
Simplex Trading
Illinois
$1.5M +$15.6K +100 +1%
KMWM
720
Keudell/Morrison Wealth Management
Oregon
$1.5M +$169K +1,099 +13%
VCM
721
Vivaldi Capital Management
Illinois
$1.49M -$50.7K -330 -3%
AIP
722
Almanack Investment Partners
Pennsylvania
$1.49M -$19K -124 -1%
VFIC
723
Valley Forge Investment Consultants
Pennsylvania
$1.49M +$257K +1,671 +21%
FEG
724
Financial Enhancement Group
Indiana
$1.48M -$312K -2,034 -17%
TCM
725
Tandem Capital Management
New Jersey
$1.48M