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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 %
SBIA
1176
Sheaff Brock Investment Advisors
Indiana
$333K +$44.6K +288 +15%
TLFA
1177
True Link Financial Advisors
California
$331K
CWM
1178
Cedar Wealth Management
California
$331K +$331K +2,140 New
Fisher Asset Management
1179
Fisher Asset Management
Washington
$329K -$105K -679 -24%
TI
1180
Truepoint Inc
Ohio
$327K
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$325K
WMP
1182
Wealth Management Partners
Arizona
$322K +$10.8K +70 +3%
WCA
1183
Westover Capital Advisors
Delaware
$322K +$28.1K +182 +10%
C
1184
Certuity
Florida
$321K +$775 +5 +0.2%
SWM
1185
Stockman Wealth Management
Montana
$320K -$3.87K -25 -1%
GCP
1186
Gill Capital Partners
Colorado
$320K
HDIM
1187
Hanson & Doremus Investment Management
Vermont
$318K -$122K -944 -28%
TW
1188
TrinityPoint Wealth
Connecticut
$318K
PWA
1189
Phoenix Wealth Advisors
North Carolina
$318K
SIS
1190
SVB Investment Services
Utah
$317K
JWA
1191
JFS Wealth Advisors
Pennsylvania
$317K +$311K +2,013 +5,441%
OPA
1192
Old Port Advisors
Maine
$315K -$14.7K -93 -4%
PA
1193
Parkside Advisors
California
$314K -$81.6K -527 -21%
WPC
1194
White Pine Capital
Minnesota
$314K -$2.55K -16 -0.8%
VAM
1195
Verity Asset Management
North Carolina
$311K +$73.3K +473 +31%
I
1196
INVST
Indiana
$311K +$311K +1,976 New
Vontobel Holding
1197
Vontobel Holding
Switzerland
$311K +$311K +2,010 New
FHA
1198
First Horizon Advisors
Tennessee
$309K +$115K +745 +59%
HBT
1199
Hills Bank & Trust
Iowa
$307K
VCM
1200
Vigilant Capital Management
Maine
$307K