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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 %
OL
1126
Optas LLC
Texas
$409K
FAN
1127
Financial Advisors Network
California
$406K +$406K +2,425 New
WCM
1128
Wealthcare Capital Management
Virginia
$405K
ACA
1129
Anchor Capital Advisors
Massachusetts
$404K +$404K +2,630 New
MCM
1130
Mengis Capital Management
Oregon
$403K +$153 +1 +0%
MWPCG
1131
Measured Wealth Private Client Group
New Hampshire
$399K
PP
1132
Professional Planning
California
$398K +$58.5K +381 +17%
CSIC
1133
Clifford Swan Investment Counsel
California
$396K -$65.6K -400 -14%
SFC
1134
SYM Financial Corp
Indiana
$396K
OAM
1135
Oak Asset Management
California
$396K
BAAM
1136
Baker Avenue Asset Management
California
$395K
RMDI
1137
R.M. Davis Inc
Maine
$394K -$19.2K -125 -5%
JWA
1138
JFS Wealth Advisors
Pennsylvania
$394K +$79.1K +515 +25%
SAM
1139
SignalPoint Asset Management
Missouri
$393K -$35.8K -233 -8%
SBIA
1140
Sheaff Brock Investment Advisors
Indiana
$391K +$60.8K +396 +18%
SYBT
1141
Stock Yards Bank & Trust
Kentucky
$390K
BAM
1142
Baldrige Asset Management
Pennsylvania
$390K +$307 +2 +0.1%
AP
1143
Adero Partners
California
$388K +$31.8K +207 +9%
CST
1144
Charles Schwab Trust
Nevada
$387K
SEP
1145
Southland Equity Partners
Missouri
$386K
MAM
1146
McLean Asset Management
Virginia
$385K +$80.5K +489 +26%
HTHT
1147
Hemenway Trust Hemenway Trust
New Hampshire
$384K -$46.9K -305 -11%
BAM
1148
Barrett Asset Management
New York
$380K +$4.76K +31 +1%
CS
1149
Cannell & Spears
New York
$379K +$5.37K +35 +1%
CCP
1150
Cardan Capital Partners
Colorado
$377K +$767 +5 +0.2%