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Vanguard Dividend Appreciation ETF

1,436 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 529 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+30
Holders Change %
+2.13%
% of All Funds
25.29%
Holding in Top 10
216
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.82%
% of All Funds
3.8%
New
105
Increased
581
Reduced
529
Closed
60
Calls
$43.3M
Puts
$36.3M
Net Calls
+$7.03M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Shares
Change %
1WA
301
180 Wealth Advisors
Washington
$7.71M -$198K -1,279 -2%
SCA
302
Stokes Capital Advisors
South Carolina
$7.7M +$192K +1,307 +3%
NFG
303
Next Financial Group
Texas
$7.67M +$66.8K +454 +0.9%
DCM
304
Donaldson Capital Management
Indiana
$7.64M -$12.9K -88 -0.2%
IA
305
IFP Advisors
Florida
$7.42M -$510K -3,466 -6%
BSW
306
Buckingham Strategic Wealth
Missouri
$7.32M -$502K -3,411 -6%
WCG
307
Weaver Consulting Group
California
$7.3M +$141K +960 +2%
SWA
308
Safir Wealth Advisors
New Hampshire
$7.3M -$21.2K -144 -0.3%
EWM
309
Evercore Wealth Management
New York
$7.26M +$362K +2,459 +5%
GWAG
310
Garrett Wealth Advisory Group
Texas
$7.18M +$128K +869 +2%
BWG
311
Beta Wealth Group
California
$7.15M +$623K +4,235 +10%
CAL
312
Capital Analysts LLC
Pennsylvania
$7.06M +$6.97M +47,394 +8,300%
CAG
313
Crestwood Advisors Group
Massachusetts
$7.04M +$152K +1,031 +2%
HWA
314
HHM Wealth Advisors
Tennessee
$7.03M +$231K +1,570 +3%
NP
315
NorthRock Partners
Minnesota
$7.02M -$29.9K -203 -0.4%
WLIM
316
White Lighthouse Investment Management
Massachusetts
$7.01M -$1.13M -7,675 -14%
BWM
317
Benchmark Wealth Management
Connecticut
$6.98M -$34.6K -235 -0.5%
FPS
318
Fieldpoint Private Securities
Connecticut
$6.96M +$6.03M +40,988 +651%
WANY
319
Wealthspire Advisors (New York)
New York
$6.85M +$150K +1,017 +2%
TGAM
320
TBH Global Asset Management
Tennessee
$6.81M +$1.05M +7,127 +18%
PP
321
Palladium Partners
Virginia
$6.78M -$238K -1,619 -3%
CAG
322
Csenge Advisory Group
Florida
$6.71M -$236K -1,561 -3%
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$6.66M -$5.65M -38,440 -46%
MFA
324
McClarren Financial Advisors
Pennsylvania
$6.64M +$11K +75 +0.2%
TF
325
TIAA FSB
Florida
$6.63M -$498K -3,386 -7%