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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 %
CA
751
CSM Advisors
Pennsylvania
$1.34M
NRA
752
NSI Retail Advisors
Pennsylvania
$1.34M
KLI
753
Kelman-Lazarov Inc
Tennessee
$1.34M -$461 -3 -0%
ARC
754
Advisor Resource Council
Texas
$1.34M -$16.6M -108,334 -93%
AAM
755
Autus Asset Management
Arizona
$1.34M +$34.9K +227 +3%
WS
756
Wedbush Securities
California
$1.33M -$827K -5,387 -38%
PFS
757
Prospera Financial Services
Texas
$1.33M -$111K -720 -8%
MWM
758
Mission Wealth Management
California
$1.33M +$49.8K +324 +4%
HFS
759
HBC Financial Services
Washington
$1.32M
SB
760
Simmons Bank
Arkansas
$1.32M -$13.8K -90 -1%
SWP
761
Strategic Wealth Partners
Ohio
$1.32M -$59.7K -389 -4%
VFA
762
Valeo Financial Advisors
Indiana
$1.32M +$297K +1,932 +29%
BOS
763
Bingham Osborn & Scarborough
California
$1.31M +$26.9K +175 +2%
WWM
764
Windsor Wealth Management
Indiana
$1.31M +$8.38K +54 +0.6%
BFO
765
Biltmore Family Office
North Carolina
$1.31M
KOMWMG
766
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.3M -$5.65M -36,819 -81%
SWM
767
Sugarloaf Wealth Management
Georgia
$1.3M +$154 +1 +0%
MPW
768
Monterey Private Wealth
California
$1.29M +$931 +6 +0.1%
BFIM
769
Beese Fulmer Investment Management
Ohio
$1.29M -$38.4K -250 -3%
KTA
770
Keeley-Teton Advisors
Illinois
$1.28M +$1.28M +8,322 New
GLA
771
Great Lakes Advisors
Illinois
$1.27M +$1.27M +8,264 New
AIA
772
AIMZ Investment Advisors
California
$1.27M +$282K +1,834 +29%
CFO
773
Collective Family Office
Pennsylvania
$1.27M +$21.4K +139 +2%
CB
774
Community Bank
New York
$1.26M -$542K -3,529 -30%
AW
775
ACG Wealth
Georgia
$1.24M +$326K +2,121 +36%