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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 %
LSPW
776
Lake Street Private Wealth
Illinois
$1.23M
EWM
777
Empirical Wealth Management
Washington
$1.2M +$272K +1,771 +29%
CFD
778
Creative Financial Designs
Indiana
$1.18M +$12.6K +82 +1%
HGWM
779
Horst & Graben Wealth Management
Oregon
$1.18M +$14.7K +96 +1%
TPWA
780
TRUE Private Wealth Advisors
Oregon
$1.18M +$40.4K +263 +4%
GDP
781
Great Diamond Partners
Maine
$1.18M +$53.1K +346 +5%
BL
782
BFSG LLC
California
$1.18M +$1.18M +7,670 New
NA
783
Nottingham Advisors
New York
$1.18M +$307 +2 +0%
MGIA
784
Moneta Group Investment Advisors
Missouri
$1.17M +$10.9K +71 +0.9%
KF
785
Krilogy Financial
Missouri
$1.17M -$44.7K -291 -4%
MLFP
786
MPS Loria Financial Planners
Illinois
$1.17M -$84.8K -552 -7%
AIA
787
Alera Investment Advisors
Illinois
$1.16M -$47.6K -310 -4%
SHGA
788
Sand Hill Global Advisors
California
$1.16M +$78.8K +513 +7%
FB
789
First Bancorp
Maine
$1.16M +$1.16M +7,566 New
CAGAS
790
Capital Advisory Group Advisory Services
Minnesota
$1.16M +$55.4K +361 +5%
SWP
791
Summit Wealth Partners
Florida
$1.16M -$23K -150 -2%
EA
792
Evergreen Advisors
Tennessee
$1.16M +$45.9K +299 +4%
BOTW
793
Bank of the West
California
$1.15M -$92.1K -600 -7%
EHC
794
Everett Harris & Co
California
$1.15M -$7.68K -50 -0.7%
HAIM
795
Hunter Associates Investment Management
Pennsylvania
$1.15M +$372K +2,422 +48%
AP
796
Americana Partners
Texas
$1.13M +$154 +1 +0%
NFG
797
Nadler Financial Group
Illinois
$1.12M -$1.54K -10 -0.1%
FRA
798
Frank Rimerman Advisors
California
$1.12M +$768 +5 +0.1%
BA
799
Bluesphere Advisors
Pennsylvania
$1.11M -$180K -1,171 -14%
OCM
800
Orser Capital Management
Texas
$1.11M +$52.2K +340 +5%