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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 %
HCM
1226
Howland Capital Management
Massachusetts
$289K
FM
1227
Foster & Motley
Ohio
$288K -$325K -2,116 -53%
MPM
1228
Meritage Portfolio Management
Kansas
$287K
I
1229
INVST
Indiana
$286K -$17.5K -114 -6%
DP
1230
Denver PWM
Colorado
$286K
LWM
1231
Liberty Wealth Management
California
$285K +$1.07K +7 +0.4%
CFS
1232
Capital Financial Services
New York
$284K +$284K +1,847 New
SAM
1233
Silvercrest Asset Management
New York
$283K +$283K +1,842 New
NB
1234
NBT Bank
New York
$281K
JAG
1235
Journey Advisory Group
Kentucky
$281K +$32.4K +211 +13%
VCM
1236
Virtue Capital Management
Tennessee
$281K +$281K +1,827 New
CSWG
1237
Cardinal Strategic Wealth Guidance
Kentucky
$280K -$7.69K -50 -3%
AF
1238
Aldebaran Financial
$280K -$6.44K -42 -2%
PWM
1239
Palumbo Wealth Management
New York
$280K +$767 +5 +0.3%
BCCM
1240
Bridge Creek Capital Management
Massachusetts
$278K -$156K -1,017 -36%
VCM
1241
Vigilant Capital Management
Maine
$277K -$27.6K -180 -9%
WSTAM
1242
Wilbanks Smith & Thomas Asset Management
Virginia
$277K
BPC
1243
Banque Pictet & Cie
Switzerland
$277K +$277K +1,800 New
PNAA
1244
Pictet North America Advisors
Switzerland
$277K +$277K +1,800 New
AWG
1245
Altus Wealth Group
Colorado
$275K
Marshall Wace
1246
Marshall Wace
United Kingdom
$275K +$275K +1,790 New
OFS
1247
Oldfather Financial Services
Nebraska
$274K
EWM
1248
EPG Wealth Management
Georgia
$274K +$613 +4 +0.2%
ICM
1249
IMS Capital Management
Oregon
$274K +$13K +85 +5%
KFS
1250
Kaizen Financial Strategies
California
$274K +$274K +1,786 New