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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 %
SS
876
Sunbelt Securities
Texas
$885K
AWM
877
Aries Wealth Management
Maine
$884K +$3.38K +22 +0.4%
CP
878
Cumberland Partners
Ontario, Canada
$876K
MSAM
879
Moloney Securities Asset Management
Missouri
$874K +$45.9K +299 +6%
MLL
880
Moody Lynn & Lieberson
Massachusetts
$873K
PFG
881
Pacific Financial Group
Washington
$872K +$58.5K +381 +7%
HI
882
Horizon Investments
North Carolina
$860K -$966K -6,291 -53%
BWA
883
Beam Wealth Advisors
Louisiana
$859K -$97.4K -634 -10%
WMG
884
WESCAP Management Group
California
$857K
LRIA
885
Leonard Rickey Investment Advisors
Washington
$857K +$461 +3 +0.1%
CAI
886
Capital Advisors Inc
Oklahoma
$855K +$121K +790 +17%
CGA
887
Crescent Grove Advisors
Illinois
$854K +$245K +1,597 +40%
EC
888
Estate Counselors
Wisconsin
$852K -$1.14M -7,405 -57%
VAS
889
Vestmark Advisory Solutions
Massachusetts
$852K +$9.21K +60 +1%
FFA
890
Founders Financial Alliance
North Carolina
$851K -$96.4K -628 -10%
Chevy Chase Trust
891
Chevy Chase Trust
Maryland
$848K +$410K +2,671 +94%
HWM
892
Hemington Wealth Management
Virginia
$846K -$99.1K -645 -10%
BWP
893
Baldwin Wealth Partners
Massachusetts
$845K
GCMG
894
Gyroscope Capital Management Group
Florida
$842K -$2.3K -15 -0.3%
LCC
895
Lincoln Capital Corp
Rhode Island
$841K
BPWM
896
Badgley Phelps Wealth Managers
Washington
$841K +$841K +5,475 New
FRA
897
Front Row Advisors
California
$839K
FA
898
FC Advisory
Pennsylvania
$839K +$2.46K +16 +0.3%
MHIC
899
Marble Harbor Investment Counsel
Massachusetts
$836K +$31.2K +203 +4%
AAM
900
Aureus Asset Management
Massachusetts
$828K +$24.3K +158 +3%