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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 %
ADL
901
Asset Dedication LLC
California
$827K +$195K +1,279 +31%
MCM
902
Maryland Capital Management
Maryland
$821K +$30.7K +200 +4%
TW
903
Transform Wealth
Colorado
$818K +$421K +2,740 +106%
JCM
904
Jacobi Capital Management
Pennsylvania
$813K +$4.15K +27 +0.5%
CWS
905
Cypress Wealth Services
California
$811K +$154 +1 +0%
HCM
906
HMS Capital Management
Tennessee
$807K -$18.3K -119 -2%
LBC
907
Lowe Brockenbrough & Co
Virginia
$807K
BIM
908
Baldwin Investment Management
Pennsylvania
$800K +$23K +150 +3%
WFA
909
Wells Financial Advisors
Massachusetts
$799K
SEIA
910
Signature Estate & Investment Advisors
California
$792K -$4.46K -29 -0.6%
GCA
911
Gradient Capital Advisors
California
$791K +$83.7K +545 +12%
Neuberger Berman Group
912
Neuberger Berman Group
New York
$788K +$129K +837 +19%
TWM
913
Titus Wealth Management
California
$784K +$304K +1,983 +63%
CAM
914
Carret Asset Management
New York
$779K
GI
915
Gradient Investments
Minnesota
$770K +$307 +2 +0%
AIA
916
Angeles Investment Advisors
California
$765K -$3.23M -21,062 -81%
BHB
917
Bank Hapoalim BM
Israel
$764K
PLU
918
Performa Ltd (US)
South Carolina
$756K +$756K +4,923 New
JPLA
919
Joseph P. Lucia & Associates
New York
$751K +$307K +2,000 +69%
RI
920
Ridgewood Investments
New Jersey
$750K -$137K -889 -15%
PFM
921
Parsec Financial Management
North Carolina
$748K +$56K +335 +8%
MWM
922
Merriman Wealth Management
Washington
$748K +$277K +1,800 +59%
KC
923
Kingfisher Capital
North Carolina
$744K +$92.7K +604 +14%
FG
924
Fiduciary Group
Georgia
$740K -$46.7K -284 -6%
BCM
925
Brookmont Capital Management
Texas
$740K +$22.7K +148 +3%