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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 %
SFP
951
Sterling Financial Planning
New Jersey
$678K +$428K +2,791 +172%
SAM
952
S.A. Mason
Michigan
$677K -$29.4K -191 -4%
CM
953
Capital Management
Virginia
$676K
BMWM
954
Brown Miller Wealth Management
Virginia
$676K +$47.1K +307 +7%
RIM
955
Rockbridge Investment Management
New York
$675K
FA
956
Fermata Advisors
California
$674K -$96K -625 -12%
SCM
957
SOL Capital Management
Maryland
$666K -$15.4K -100 -2%
CL
958
Choreo LLC
Illinois
$666K -$3.38K -22 -0.5%
ONST
959
Old North State Trust
North Carolina
$665K -$92.6K -603 -12%
RCYC
960
Richard C. Young & Co
Rhode Island
$659K -$41.8K -272 -6%
TSWM
961
Triangle Securities Wealth Management
North Carolina
$658K +$130K +846 +25%
SFWA
962
Summit Financial Wealth Advisors
Louisiana
$648K
RWA
963
Redhawk Wealth Advisors
Minnesota
$645K -$110K -714 -15%
DBT
964
Dubuque Bank & Trust
Iowa
$645K -$3.23K -21 -0.5%
WCM
965
Weik Capital Management
Pennsylvania
$644K +$7.68K +50 +1%
HDIM
966
Hanson & Doremus Investment Management
Vermont
$640K +$261K +1,700 +69%
PWMAG
967
Pinnacle Wealth Management Advisory Group
New Jersey
$639K
RFN
968
RDA Financial Network
Iowa
$634K
FFG
969
Frisch Financial Group
New York
$631K +$2.61K +17 +0.4%
VCP
970
Vista Capital Partners
Oregon
$630K
SCA
971
Sage Capital Advisors
South Dakota
$627K -$53.7K -350 -8%
CNC
972
Citizens & Northern Corp
Pennsylvania
$623K
FAG
973
Financial Advisory Group
Texas
$623K +$8.3K +54 +1%
AWP
974
Ascent Wealth Partners
New York
$618K -$28.1K -183 -4%
TI
975
Trexquant Investment
Connecticut
$618K +$21.4K +139 +4%