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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 %
RZH
826
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$768 +5 +0.1%
TFA
827
Teamwork Financial Advisors
Texas
$1.02M +$269K +1,750 +36%
IFWM
828
Institute for Wealth Management
Colorado
$1.02M +$33.5K +218 +3%
NWM
829
Northwest Wealth Management
Iowa
$1.02M +$178K +1,160 +21%
CPC
830
Consolidated Planning Corp
Georgia
$1.01M
CFIA
831
Cantor Fitzgerald Investment Advisors
New York
$1.01M
Vontobel Holding
832
Vontobel Holding
Switzerland
$1.01M +$696K +4,534 +226%
RW
833
RVW Wealth
California
$1M -$2.43K -8 -0.2%
WAM
834
WNY Asset Management
New York
$984K -$3.23K -21 -0.3%
FPGK
835
Financial Partners Group (Kansas)
Kansas
$979K -$40.5K -264 -4%
FCA
836
FinTrust Capital Advisors
South Carolina
$977K
CSPIA
837
Cary Street Partners Investment Advisory
Virginia
$977K +$359K +2,335 +58%
GFS
838
GYL Financial Synergies
Connecticut
$975K +$587K +3,826 +152%
SSC
839
Syverson Strege & Co
Iowa
$973K
MSFP
840
Mark Sheptoff Financial Planning
Connecticut
$973K +$38.4K +250 +4%
PCM
841
Piedmont Capital Management
Montana
$972K +$86.9K +549 +10%
SP
842
Successful Portfolios
Florida
$968K -$43K -280 -4%
GKWIM
843
Gerber Kawasaki Wealth & Investment Management
California
$962K +$13.5K +88 +1%
CC
844
Chicago Capital
Illinois
$962K +$20K +130 +2%
ACM
845
AUA Capital Management
Pennsylvania
$960K +$120K +780 +14%
IWN
846
Independent Wealth Network
Iowa
$958K +$958K +5,781 New
BMD
847
Better Money Decisions
New Mexico
$952K +$63.3K +412 +7%
GIA
848
Gladstone Institutional Advisory
Florida
$950K -$83.8K -546 -8%
GG
849
Gofen & Glossberg
Illinois
$949K +$307 +2 +0%
ACM
850
Advisors Capital Management
New Jersey
$946K -$242K -1,576 -20%