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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 %
LIA
1376
LS Investment Advisors
Michigan
$131K
EWM
1377
Edge Wealth Management
New York
$124K +$461 +3 +0.4%
GGI
1378
Godsey & Gibb Inc
Virginia
$123K +$123K +799 New
TFA
1379
Toth Financial Advisory
Virginia
$122K
MPWT
1380
MassMutual Private Wealth & Trust
Connecticut
$121K -$7.54K -49 -6%
BBPWM
1381
Blue Bell Private Wealth Management
Pennsylvania
$116K
PCG
1382
Private Capital Group
Connecticut
$115K
IPW
1383
IronBridge Private Wealth
Texas
$114K
FCMT
1384
Founders Capital Management (Texas)
Texas
$110K +$17.8K +116 +19%
SAS
1385
Stelac Advisory Services
New York
$109K
BAM
1386
Bellevue Asset Management
Washington
$109K
PWMG
1387
Prestige Wealth Management Group
New Jersey
$108K +$43.3K +282 +67%
IFAM
1388
Institutional & Family Asset Management
Colorado
$104K -$9.68K -63 -9%
ATC
1389
Adirondack Trust Company
New York
$103K
CCM
1390
Cribstone Capital Management
Maine
$102K
MIM
1391
Macroview Investment Management
Maryland
$99K
SWM
1392
Selective Wealth Management
Virginia
$97K +$306 +2 +0.3%
MWC
1393
MBM Wealth Consultants
Missouri
$96K
AP
1394
Atwood & Palmer
Missouri
$94K
NOI
1395
Newton One Investments
Delaware
$92K +$308 +2 +0.3%
HI
1396
Hudock Inc
Pennsylvania
$83K -$30.3K -199 -27%
RCM
1397
Regency Capital Management
Hawaii
$83K +$33.8K +219 +69%
PGAM
1398
Princeton Global Asset Management
New Jersey
$82K +$53.6K +350 +189%
1IA
1399
1834 Investment Advisors
Wisconsin
$81K
AWM
1400
Avondale Wealth Management
Texas
$79K