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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 %
1WM
1351
1900 Wealth Management
Texas
$202K
EWP
1352
Engrave Wealth Partners
Texas
$202K
NPA
1353
Nichols & Pratt Advisers
Massachusetts
$202K
BFG
1354
Baron Financial Group
New Jersey
$201K -$52.2K -340 -21%
OSNBOA
1355
Old Second National Bank of Aurora
Illinois
$200K -$24.5K -160 -11%
DAC
1356
Dividend Assets Capital
South Carolina
$198K +$29.9K +195 +18%
EDRH
1357
Edmond de Rothschild Holding
Switzerland
$192K
GWS
1358
Glassman Wealth Services
Virginia
$180K
RFA
1359
Reilly Financial Advisors
California
$179K
AWM
1360
AllSquare Wealth Management
New York
$173K
RP
1361
Rowlandmiller & Partners
Georgia
$164K -$105K -900 -39%
PO
1362
Private Ocean
California
$161K +$25.5K +166 +19%
OC
1363
Oakworth Capital
Alabama
$159K
GC
1364
Garde Capital
Washington
$158K +$38.2K +249 +32%
CWM
1365
Consultiva Wealth Management
Puerto Rico
$158K +$158K +1,026 New
HCP
1366
Hexagon Capital Partners
Arkansas
$157K
PP
1367
Pacifica Partners
Canada
$156K +$317 +2 +0.2%
FFC
1368
First Financial Corp
Indiana
$154K
PCA
1369
Providence Capital Advisors
North Carolina
$153K +$107K +700 +236%
RDFA
1370
Ritter Daniher Financial Advisory
Ohio
$146K
CQS
1371
Credential Qtrade Securities
$143K +$143K +933 New
PFBT
1372
Parkside Financial Bank & Trust
Missouri
$143K +$3.37K +22 +2%
RBC
1373
Roble Belko & Company
Pennsylvania
$135K
GPA
1374
Guidance Point Advisors
Massachusetts
$134K +$134K +878 New
LFG
1375
Larson Financial Group
Missouri
$132K +$11.9K +77 +10%