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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 %
TA
326
TruWealth Advisors
Louisiana
$6.63M +$2.24M +15,246 +51%
CCG
327
Chatham Capital Group
Georgia
$6.58M +$661K +4,495 +11%
WA1
328
Wimmer Associates 1
California
$6.57M -$38.8K -264 -0.6%
JMFC
329
J.M. Forbes & Co
Massachusetts
$6.55M -$78.1K -531 -1%
NFP
330
Novak Financial Planning
Maryland
$6.55M +$135K +915 +2%
AIC
331
Ameritas Investment Company
Nebraska
$6.53M -$107K -728 -2%
HI
332
Human Investing
Oregon
$6.5M +$1.2M +8,188 +23%
GJIC
333
Gamble Jones Investment Counsel
California
$6.49M +$174K +1,182 +3%
SMG
334
Smart Money Group
Texas
$6.48M +$407K +2,768 +7%
RFA
335
Radnor Financial Advisors
Pennsylvania
$6.48M -$30K -194 -0.5%
KOMWMG
336
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.47M +$156K +1,064 +2%
AIC
337
Archer Investment Corporation
Indiana
$6.46M +$601K +4,057 +10%
SFA
338
Souders Financial Advisors
Ohio
$6.43M -$2.91M -19,813 -31%
MOS
339
MGO One Seven
Ohio
$6.42M +$786K +5,344 +14%
CS
340
Comerica Securities
Michigan
$6.38M -$71K -483 -1%
GWM
341
Geneos Wealth Management
Colorado
$6.33M -$232K -1,516 -4%
SC
342
SouthState Corp
Florida
$6.3M -$162K -1,098 -2%
SWA
343
Stratos Wealth Advisors
Ohio
$6.28M +$49.9K +339 +0.8%
TFS
344
TrustCore Financial Services
Tennessee
$6.28M -$227K -1,541 -3%
APP
345
Avantax Planning Partners
Iowa
$6.23M -$2.76M -18,779 -31%
WT
346
Washington Trust
Rhode Island
$6.23M -$12.4K -84 -0.2%
MFS
347
McNamara Financial Services
Massachusetts
$6.23M -$273K -1,937 -4%
PFA
348
Pathway Financial Advisors
Vermont
$6.23M +$124K +800 +2%
DWM
349
Defined Wealth Management
Oregon
$6.22M +$1.03M +6,982 +20%
LGWM
350
Litman Gregory Wealth Management
California
$6.2M -$59K -401 -0.9%