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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 %
JSL
176
JT Stratford LLC
Georgia
$17.5M -$1.35M -8,810 -7%
CAWM
177
Capital Advisors Wealth Management
Washington
$17.4M +$251K +1,636 +1%
USAA
178
United Services Automobile Association
Texas
$17.3M -$1.25M -8,123 -7%
MA
179
Mutual Advisors
Nebraska
$17.1M -$51.3K -334 -0.3%
LWA
180
LWS Wealth Advisors
New Jersey
$17M +$434K +2,824 +3%
WP
181
WMS Partners
Maryland
$16.8M -$711K -4,627 -4%
GB
182
Goepper Burkhardt
South Carolina
$16.7M -$524K -3,411 -3%
VWA
183
Visionary Wealth Advisors
Illinois
$16.7M +$991K +6,449 +6%
NA
184
NewEdge Advisors
Louisiana
$16.7M +$1.84M +11,988 +12%
HT
185
Hefren-Tillotson
Pennsylvania
$16.5M +$1.15M +7,515 +8%
MA
186
Montag & Associates
Georgia
$16.4M +$251K +1,635 +2%
JIC
187
JRM Investment Counsel
Nebraska
$16.3M -$265K -1,728 -2%
VA
188
Valmark Advisers
Ohio
$16.3M +$966K +6,288 +6%
REMPR
189
Roof Eidam Maycock Peralta (REMP)
California
$16.1M +$269K +1,750 +2%
RWG
190
Ratio Wealth Group
Colorado
$16.1M +$2.9M +18,856 +22%
Northern Trust
191
Northern Trust
Illinois
$16.1M +$3.52M +22,903 +28%
MWA
192
Martel Wealth Advisors
Washington
$15.8M +$124K +805 +0.8%
BFG
193
Beacon Financial Group
Texas
$15.4M +$36.6K +235 +0.2%
JC
194
JBF Capital
Colorado
$15.4M
AWA
195
Arete Wealth Advisors
Illinois
$15.2M +$726K +4,720 +5%
MI
196
Mercer Investments
Massachusetts
$15.1M +$3.69K +24 +0%
HWA
197
Heritage Wealth Advisors
Virginia
$15M -$394K -2,564 -3%
SIM
198
Studio Investment Management
Illinois
$14.8M +$14.8M +96,590 New
CFS
199
CRA Financial Services
New Jersey
$14.8M +$547K +3,561 +4%
JGIA
200
Jackson Grant Investment Advisers
Connecticut
$14.7M -$91.9K -598 -0.6%