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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 %
NCM
1251
Neumann Capital Management
California
$272K
AL
1252
ACAS LLC
California
$268K +$4.6K +30 +2%
SAM
1253
Summit Asset Management
Tennessee
$268K +$19.9K +130 +8%
FTC
1254
Farmers Trust Company
Ohio
$267K
RDWM
1255
Red Door Wealth Management
Tennessee
$267K +$131K +849 +96%
Members Trust
1256
Members Trust
Florida
$266K +$15.6K +100 +6%
DW
1257
Domani Wealth
Pennsylvania
$263K
FCCM
1258
First City Capital Management
Georgia
$261K -$4.61K -30 -2%
EPA
1259
Element Pointe Advisors
Florida
$261K
WMA
1260
Wealth Management Associates
New Jersey
$261K
FDCC
1261
Foster Dykema Cabot & Co
Massachusetts
$260K -$38.9K -253 -13%
CC
1262
Courier Capital
New York
$260K -$31.9K -208 -11%
AWM
1263
Accurate Wealth Management
Florida
$260K +$38.1K +241 +17%
WF
1264
WoodTrust Financial
Wisconsin
$259K
IBOK
1265
Independence Bank of Kentucky
Kentucky
$258K
SPIO
1266
Seven Post Investment Office
California
$258K +$258K +1,681 New
NAM
1267
NTV Asset Management
West Virginia
$256K -$1.84K -12 -0.7%
HCM
1268
Hilton Capital Management
New York
$256K
BWG
1269
Beta Wealth Group
California
$255K -$7.43M -48,316 -97%
VST
1270
Van Strum & Towne
California
$255K
BFA
1271
Bragg Financial Advisors
North Carolina
$252K +$46.1K +300 +22%
AWMG
1272
Alliance Wealth Management Group
New Jersey
$251K -$12.3K -80 -5%
TCM
1273
Towercrest Capital Management
Pennsylvania
$251K -$12.3K -80 -5%
WDG
1274
Wealth Dimensions Group
Ohio
$248K
HHGA
1275
Halbert Hargrove Global Advisors
California
$248K +$1.23K +8 +0.5%