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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 %
LC
1201
Lindbrook Capital
California
$315K -$79.8K -520 -20%
TW
1202
TrinityPoint Wealth
Connecticut
$315K
PWA
1203
Phoenix Wealth Advisors
North Carolina
$313K
GP
1204
Girard Partners
Pennsylvania
$312K -$39.1K -255 -11%
OPA
1205
Old Port Advisors
Maine
$312K
FF
1206
FourThought Financial
Florida
$306K -$27.3K -178 -8%
MWP
1207
Meridian Wealth Partners
Pennsylvania
$305K
MCM
1208
Mattern Capital Management
Colorado
$304K +$921 +6 +0.3%
EP
1209
Edgestream Partners
New Jersey
$303K -$610K -3,971 -67%
KWM
1210
Keebeck Wealth Management
Illinois
$303K -$150K -979 -33%
TWP
1211
Tempus Wealth Planning
California
$303K +$35.1K +229 +13%
PL
1212
Plancorp LLC
Missouri
$301K -$2.91K -19 -1%
NA
1213
Navellier & Associates
Nevada
$299K +$1.08K +7 +0.4%
SDAM
1214
Shulman DeMeo Asset Management
New York
$299K +$299K +1,947 New
LCM
1215
LVM Capital Management
Michigan
$297K
WCAMG
1216
Woodard & Company Asset Management Group
North Carolina
$296K -$76.9K -500 -21%
NWA
1217
New World Advisors
Massachusetts
$295K -$3.11K -19 -1%
WFA
1218
Websterrogers Financial Advisors
South Carolina
$295K +$295K +1,921 New
SWA
1219
SFMG Wealth Advisors
Texas
$295K +$295K +1,923 New
HBT
1220
Hills Bank & Trust
Iowa
$293K -$12.3K -80 -4%
DIA
1221
Dana Investment Advisors
Wisconsin
$293K +$307 +2 +0.1%
FIA
1222
Foundations Investment Advisors
Arizona
$291K +$291K +1,871 New
RTL
1223
Red Tortoise LLC
Georgia
$291K +$291K +2,156 New
PCFFS
1224
Pacific Center for Financial Services
California
$290K +$767 +5 +0.3%
WB
1225
Webster Bank
Connecticut
$289K