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Vanguard Dividend Appreciation ETF

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
1151
Planned Solutions
California
$362K
NGA
1152
Naples Global Advisors
Florida
$362K +$9.28K +60 +3%
FPCP
1153
Fort Point Capital Partners
California
$358K
AP
1154
Adero Partners
California
$358K +$46.2K +299 +15%
AIM
1155
Anchor Investment Management
South Carolina
$357K
RP
1156
Rowlandmiller & Partners
Georgia
$356K
WAS
1157
WESPAC Advisors SoCal
California
$356K +$356K +2,297 New
TFA
1158
Trinity Financial Advisors
Ohio
$355K -$87.9K -568 -20%
GP
1159
Girard Partners
Pennsylvania
$354K
VNA
1160
Valley National Advisers
Pennsylvania
$351K -$217K -1,402 -38%
SFG
1161
Summit Financial Group
West Virginia
$350K +$95.1K +615 +37%
AIM
1162
Aspen Investment Management
Michigan
$348K
CHC
1163
City Holding Co
West Virginia
$346K -$10.2K -66 -3%
WF
1164
Welch & Forbes
Massachusetts
$342K -$104K -670 -23%
PP
1165
Professional Planning
California
$342K +$18.7K +121 +6%
ICP
1166
Interchange Capital Partners
Pennsylvania
$339K
GG
1167
Gleason Group
Kentucky
$339K +$1.55K +10 +0.5%
BFG
1168
Bouchey Financial Group
New York
$337K -$21.2M -136,997 -98%
CCA
1169
Conservest Capital Advisors
Pennsylvania
$337K +$464 +3 +0.1%
FF
1170
FourThought Financial
Florida
$336K -$31.1K -201 -8%
SDWMA
1171
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K
CCB
1172
Cutter & Co Brokerage
Missouri
$336K +$310 +2 +0.1%
BFC
1173
Bedel Financial Consulting
Indiana
$336K +$167K +1,080 +99%
EWG
1174
Executive Wealth Group
Washington
$335K
BF
1175
Blankinship & Foster
California
$334K