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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 %
BAM
1376
Bellevue Asset Management
Washington
$108K
HH
1377
HWG Holdings
Texas
$103K -$3.87K -25 -4%
CCM
1378
Cribstone Capital Management
Maine
$102K -$2.32K -15 -2%
MIM
1379
Macroview Investment Management
Maryland
$100K
SWM
1380
Selective Wealth Management
Virginia
$98K -$135K -869 -58%
MWC
1381
MBM Wealth Consultants
Missouri
$97K
ATC
1382
Adirondack Trust Company
New York
$97K
AP
1383
Atwood & Palmer
Missouri
$95K +$77.5K +500 +442%
FCMT
1384
Founders Capital Management (Texas)
Texas
$93K +$15.5K +100 +20%
PSB
1385
Piscataqua Savings Bank
New Hampshire
$92K -$46.6K -300 -34%
NOI
1386
Newton One Investments
Delaware
$92K +$463 +3 +0.5%
AssetMark Inc
1387
AssetMark Inc
California
$91K -$25.5K -165 -22%
1IA
1388
1834 Investment Advisors
Wisconsin
$82K
AWM
1389
Avondale Wealth Management
Texas
$80K
TLCM
1390
Twin Lakes Capital Management
California
$78K +$155 +1 +0.2%
CCG
1391
Cloverfields Capital Group
Minnesota
$77K
VC
1392
Vestor Capital
Illinois
$77K
LS
1393
Leelyn Smith
Illinois
$75K -$64.9K -420 -46%
SL
1394
Savior LLC
Massachusetts
$72K
PFA
1395
Professional Financial Advisors
Nebraska
$72K +$2.92K +19 +4%
HF
1396
Halpern Financial
Virginia
$69K +$44K +284 +175%
PGWM
1397
Parisi Gray Wealth Management
New Jersey
$68K +$68K +437 New
MAWCM
1398
Mine & Arao Wealth Creation & Management
California
$67K +$154 +1 +0.2%
SC
1399
Steph & Co
Wisconsin
$66K
PWMG
1400
Prestige Wealth Management Group
New Jersey
$65K +$2.32K +15 +4%