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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 %
OC
1351
Oakworth Capital
Alabama
$160K
HCP
1352
Hexagon Capital Partners
Arkansas
$158K
FFC
1353
First Financial Corp
Indiana
$155K
PP
1354
Pacifica Partners
Canada
$152K +$310 +2 +0.2%
Bank Julius Baer & Co
1355
Bank Julius Baer & Co
Switzerland
$149K +$7.43K +48 +5%
RDFA
1356
Ritter Daniher Financial Advisory
Ohio
$147K
PA
1357
Perennial Advisors
New York
$142K +$776 +5 +0.5%
SIM
1358
Sonora Investment Management
Arizona
$141K -$21.3K -138 -13%
PFBT
1359
Parkside Financial Bank & Trust
Missouri
$141K +$102K +662 +265%
RDWM
1360
Red Door Wealth Management
Tennessee
$137K +$137K +887 New
PO
1361
Private Ocean
California
$136K -$48.8K -316 -26%
RBC
1362
Roble Belko & Company
Pennsylvania
$136K
LIA
1363
LS Investment Advisors
Michigan
$132K
MPWT
1364
MassMutual Private Wealth & Trust
Connecticut
$129K -$4.02K -26 -3%
EWM
1365
Edge Wealth Management
New York
$124K +$308 +2 +0.2%
TFA
1366
Toth Financial Advisory
Virginia
$123K +$47.4K +307 +63%
GC
1367
Garde Capital
Washington
$121K +$155 +1 +0.1%
LFG
1368
Larson Financial Group
Missouri
$121K +$155 +1 +0.1%
Schroder Investment Management Group
1369
Schroder Investment Management Group
United Kingdom
$120K
BBPWM
1370
Blue Bell Private Wealth Management
Pennsylvania
$117K
PCG
1371
Private Capital Group
Connecticut
$116K
IFAM
1372
Institutional & Family Asset Management
Colorado
$115K
HI
1373
Hudock Inc
Pennsylvania
$115K +$30.9K +200 +37%
IPW
1374
IronBridge Private Wealth
Texas
$114K
SAS
1375
Stelac Advisory Services
New York
$109K -$2K -13 -2%