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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 %
PCMC
1151
Private Capital Management (Colorado)
Colorado
$377K +$5.69K +37 +2%
CAS
1152
Cascadia Advisory Services
Oregon
$377K +$84.1K +547 +29%
GT
1153
Glenview Trust
Kentucky
$376K -$58K -377 -13%
SFG
1154
Summit Financial Group
West Virginia
$376K +$27.8K +181 +8%
TI
1155
Truepoint Inc
Ohio
$376K +$51.3K +334 +16%
NC
1156
NovaPoint Capital
Georgia
$375K +$72.9K +475 +24%
GCIG
1157
Grand Central Investment Group
Florida
$374K -$245K -1,597 -40%
LA
1158
LVW Advisors
New York
$374K -$15.3K -100 -4%
MCWS
1159
McKinley Carter Wealth Services
West Virginia
$374K +$151K +986 +68%
WPC
1160
White Pine Capital
Minnesota
$373K +$70.9K +462 +23%
F
1161
F3Logic
Minnesota
$372K +$77.6K +507 +26%
RP
1162
Rice Partnership
Hawaii
$370K
SCM
1163
Sterneck Capital Management
Missouri
$370K +$2K +13 +0.5%
MCM
1164
Murphy Capital Management
New Jersey
$369K -$76.7K -500 -17%
BFIC
1165
Bedell Frazier Investment Counselling
California
$367K
PIA
1166
Perennial Investment Advisors
California
$366K
MWM
1167
Marietta Wealth Management
Georgia
$365K
AIM
1168
Acropolis Investment Management
Missouri
$364K +$151 +1 +0%
DY
1169
Dowling & Yahnke
California
$363K
AOWM
1170
Alpha Omega Wealth Management
Virginia
$362K -$14.3K -93 -4%
NGA
1171
Naples Global Advisors
Florida
$359K
APW
1172
Aurora Private Wealth
New Jersey
$359K +$359K +2,338 New
GT
1173
Greenleaf Trust
Michigan
$357K -$167K -1,089 -32%
FPCP
1174
Fort Point Capital Partners
California
$356K
AIM
1175
Anchor Investment Management
South Carolina
$355K