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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 %
CRWM
1026
Castle Rock Wealth Management
California
$532K +$26.1K +156 +5%
VF
1027
Virtu Financial
New York
$527K -$1.96M -12,739 -79%
Kovitz Investment Group Partners
1028
Kovitz Investment Group Partners
Illinois
$527K +$35K +228 +7%
DWM
1029
Destination Wealth Management
California
$527K +$43.6K +284 +9%
VFM
1030
Vivid Financial Management
California
$525K -$9.36K -61 -2%
DHFB
1031
Dixon Hubard Feinour & Brown
Virginia
$525K -$6.15K -40 -1%
HCM
1032
Hengehold Capital Management
Ohio
$524K -$8.14K -53 -2%
FWM
1033
Frontier Wealth Management
Missouri
$523K +$55.3K +360 +12%
SWM
1034
Stockman Wealth Management
Montana
$523K +$206K +1,339 +65%
AT
1035
Arden Trust
Delaware
$521K +$27.6K +180 +6%
NEWAS
1036
N.E.W. Advisory Services
Wisconsin
$518K -$18K -117 -3%
PP
1037
Prudential plc
United Kingdom
$518K +$12.3K +80 +2%
VIM
1038
Vista Investment Management
Pennsylvania
$514K -$1.54K -10 -0.3%
MFG
1039
Magnus Financial Group
New York
$512K -$20.9K -136 -4%
RM
1040
Resource Management
Louisiana
$512K +$1.23K +8 +0.2%
FWCM
1041
Ferguson Wellman Capital Management
Oregon
$512K +$254K +1,655 +99%
WPA
1042
West Paces Advisors
Georgia
$508K +$123K +800 +32%
MWM
1043
Minot Wealth Management
Massachusetts
$507K -$1.23K -8 -0.2%
TCOO
1044
Trust Company of Oklahoma
Oklahoma
$503K -$19.2K -125 -4%
HWMA
1045
Heritage Wealth Management (Arizona)
Arizona
$503K +$5.53K +36 +1%
IA
1046
IAM Advisory
Pennsylvania
$500K +$500K +3,199 New
PAM
1047
Peak Asset Management
Colorado
$498K
WA
1048
Waverly Advisors
Alabama
$498K +$2K +12 +0.4%
ICG
1049
InterOcean Capital Group
Tennessee
$497K +$307 +2 +0.1%
CAMG
1050
CWA Asset Management Group
Florida
$494K +$32.9K +214 +7%