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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 %
BTW
1301
Boston Trust Walden
Massachusetts
$229K
WG
1302
Welch Group
Alabama
$229K +$2.16K +14 +0.9%
BFA
1303
Beaumont Financial Advisors
Massachusetts
$228K -$50.5K -329 -18%
TCM
1304
Triumph Capital Management
Colorado
$228K +$6.91K +45 +3%
CFS
1305
Cannon Financial Strategists
Georgia
$226K -$7.53K -49 -3%
ACG
1306
Allen Capital Group
Nebraska
$224K
MFS
1307
Madrona Financial Services
Washington
$223K
SIM
1308
Sonora Investment Management
Arizona
$223K +$82.7K +538 +59%
AC
1309
Abbrea Capital
California
$222K +$222K +1,443 New
IIC
1310
Integrated Investment Consultants
Michigan
$222K +$222K +1,445 New
TIM
1311
Tortoise Investment Management
New York
$221K
CWM
1312
Campbell Wealth Management
Virginia
$221K
DP
1313
Dearborn Partners
Illinois
$221K +$221K +1,439 New
BCM
1314
BlueCrest Capital Management
Jersey
$220K -$566K -3,695 -72%
CIC
1315
Cornercap Investment Counsel
Georgia
$220K -$59.7K -388 -21%
WCM
1316
Windsor Capital Management
Arizona
$220K
CFG
1317
Cooper Financial Group
California
$220K +$220K +1,431 New
HCIA
1318
Hochman Cole Investment Advisors
Illinois
$219K -$15.4K -100 -7%
AIS
1319
American Investment Services
Massachusetts
$219K
FTS
1320
Fifth Third Securities
Ohio
$219K +$219K +1,425 New
BO
1321
Bank OZK
Arkansas
$217K
MCM
1322
MV Capital Management
Maryland
$217K
SW
1323
SteelPeak Wealth
California
$217K
RRA
1324
Round Rock Advisors
Connecticut
$217K
CA
1325
Claro Advisors
Massachusetts
$217K +$923 +6 +0.4%