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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 %
MFT
1426
Moisand Fitzgerald Tamayo
Florida
$40K +$12.9K +83 +47%
CIAS
1427
CBIZ Investment Advisory Services
Ohio
$39K -$20K
PCTC
1428
Perkins Coie Trust Company
Washington
$39K
CFG
1429
CKW Financial Group
Hawaii
$38K
DWA
1430
Dougherty Wealth Advisers
Minnesota
$38K
CH
1431
Canton Hathaway
Rhode Island
$38K
CBT
1432
CoreFirst Bank & Trust
Kansas
$37K
BC
1433
Barnett & Company
Tennessee
$37K +$6.67K +44 +22%
PAI
1434
Pittenger & Anderson Inc
Nebraska
$36K
KIG
1435
Kowal Investment Group
Wisconsin
$32K +$32K +207 New
EAM
1436
Eukles Asset Management
Ohio
$31K +$2.62K +17 +9%
TF
1437
Tompkins Financial
New York
$31K +$31K +200 New
CWA
1438
Core Wealth Advisors
Florida
$29K
IF
1439
Ironwood Financial
Arizona
$29K
PA
1440
PSI Advisors
Florida
$29K +$29K +190 New
LAS
1441
Lloyd Advisory Services
Georgia
$28K -$2.8M -18,484 -99%
LWA
1442
Lenox Wealth Advisors
New York
$28K
TCWA
1443
Ten Capital Wealth Advisors
Washington
$28K
CIA
1444
Cascade Investment Advisors
Oregon
$26.9K
DAM
1445
Delta Asset Management
Tennessee
$26K -$2.31K -15 -8%
SIS
1446
Sound Income Strategies
Florida
$25K
JWM
1447
Janiczek Wealth Management
Colorado
$24K
IAS
1448
IMA Advisory Services
Colorado
$23K -$932 -6 -4%
KFI
1449
Key Financial Inc
Pennsylvania
$23K
SNT
1450
Security National Trust
West Virginia
$23K