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Vanguard Dividend Appreciation ETF

1,406 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 596 increasing their positions, 394 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+162
Holders Change %
+13.02%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.9%
New
221
Increased
596
Reduced
394
Closed
39
Calls
$49M
Puts
$88.8M
Net Calls
-$39.8M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
226
Johnson Bixby & Associates
Washington
$10.9M +$10.9M +77,557 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$10.9M -$272K -1,925 -2%
SCA
228
Snowden Capital Advisors
New York
$10.8M +$430K +3,044 +4%
PWW
229
Pettyjohn Wood & White
Virginia
$10.7M -$26.8K -190 -0.2%
A
230
AdvicePeriod
California
$10.7M +$631K +4,467 +6%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$10.6M +$777K +5,506 +8%
ICMP
232
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.5M -$245K -1,738 -2%
CCP
233
Corient Capital Partners
California
$10.4M +$9.77M +69,233 +1,484%
PFA
234
Paradigm Financial Advisors
Missouri
$10.4M +$3.86M +27,338 +59%
WWM
235
Western Wealth Management
Colorado
$10.4M +$1.58M +11,165 +18%
BAM
236
BTS Asset Management
Massachusetts
$10.4M +$10.4M +73,368 New
HFS
237
Horizon Financial Services
North Carolina
$10.3M +$217K +1,535 +2%
KWM
238
Kingsview Wealth Management
Oregon
$10.3M +$2.59M +18,368 +34%
FMBTD
239
First Midwest Bank Trust Division
Illinois
$10.3M +$2.34M +16,561 +30%
AWM
240
AE Wealth Management
Kansas
$10.2M +$282K +1,999 +3%
LNB
241
Ledyard National Bank
$10.1M -$1.27M -9,005 -11%
AAS
242
Avantax Advisory Services
Texas
$10M -$18M -127,313 -64%
LIM
243
Leavell Investment Management
Alabama
$10M +$725K +5,135 +8%
IWP
244
IAG Wealth Partners
Wisconsin
$9.96M -$281K -1,993 -3%
DFG
245
Demars Financial Group
Washington
$9.9M +$9.62M +68,175 +3,540%
ECM
246
Evergreen Capital Management
Washington
$9.85M -$123K -868 -1%
CIC
247
Carnegie Investment Counsel
Ohio
$9.85M +$41.4K +293 +0.4%
CCT
248
Country Club Trust
Missouri
$9.83M +$97.3K +694 +1%
PA
249
Paracle Advisors
Washington
$9.82M -$860K -6,095 -8%
WI
250
Wintrust Investments
Illinois
$9.66M +$160K +1,131 +2%