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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.33B 21,661,383 -126,744 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$1.52B 9,881,238 +279,403 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.28B 8,350,498 +830,806 +11%
Wells Fargo
4
Wells Fargo
California
$1.05B 6,826,928 +39,002 +0.6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$919M 5,982,104 -202,038 -3%
UBS Group
6
UBS Group
Switzerland
$871M 5,672,017 +118,414 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$829M 5,399,345 +2,855,948 +112%
LPL Financial
8
LPL Financial
California
$669M 4,352,420 +64,677 +2%
Citigroup
9
Citigroup
New York
$498M 3,244,425 +640,898 +25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$474M 3,087,422 +142,185 +5%
HB
11
Homrich & Berg
Georgia
$459M 2,988,024 +69,465 +2%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$365M 2,377,227 +149,635 +7%
Ameriprise
13
Ameriprise
Minnesota
$338M 2,198,625 +81,790 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$325M 2,113,017 -31,592 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$311M 2,027,833 +12,089 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$311M 2,023,177 -25,654 -1%
Charles Schwab
17
Charles Schwab
California
$304M 1,976,202 +390,413 +25%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$261M 1,699,327 -157,522 -8%
RJA
19
Raymond James & Associates
Florida
$254M 1,655,111 +12,071 +0.7%
HighTower Advisors
20
HighTower Advisors
Illinois
$249M 1,618,952 +56,252 +4%
S
21
SignatureFD
Georgia
$228M 1,484,412 +86,183 +6%
Truist Financial
22
Truist Financial
North Carolina
$226M 1,472,521 -27,375 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$220M 1,430,082 +16,121 +1%
CG
24
Colony Group
Massachusetts
$192M 1,250,127 +102,900 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$179M 1,167,484 -39,496 -3%