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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 %
DBRC
351
D.B. Root & Company
Pennsylvania
$6.18M +$1.56M +10,599 +34%
KL
352
KWMG LLC
Kansas
$6.15M +$1.95M +13,241 +46%
BIA
353
Bigelow Investment Advisors
Maine
$6.11M +$65.3K +444 +1%
CIA
354
Capital Investment Advisors
Georgia
$6.1M -$34K -231 -0.6%
RJT
355
Raymond James Trust
Florida
$6.1M -$50.2K -341 -0.8%
ELI
356
Empire Life Investments
Ontario, Canada
$6.09M +$2.38M +16,200 +64%
ONB
357
Old National Bancorp
Indiana
$6.08M -$169K -1,152 -3%
FAIM
358
Financial Advocates Investment Management
Washington
$6.04M +$48.4K +329 +0.8%
LB
359
Leo Brokerage
Texas
$6.03M -$85K -578 -1%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$5.99M +$33.4K +227 +0.6%
SMC
361
Smith, Moore & Co
Missouri
$5.97M -$184K -1,251 -3%
VFA
362
Voya Financial Advisors
Connecticut
$5.92M +$247K +1,677 +4%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$5.92M +$321K +2,186 +6%
PWM
364
Peterson Wealth Management
Nevada
$5.91M -$373K -2,539 -6%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$5.86M +$1.34M +9,116 +30%
OHIS
366
Oak Harvest Investment Services
Texas
$5.85M +$418K +2,842 +8%
FCA
367
FLC Capital Advisors
California
$5.82M -$17.9K -122 -0.3%
NSIM
368
North Star Investment Management
Illinois
$5.82M +$53.8K +366 +0.9%
CA
369
CGN Advisors
Kansas
$5.82M -$137K -934 -2%
MP
370
McDonald Partners
Ohio
$5.76M +$12.1K +82 +0.2%
AWS
371
AJ Wealth Strategies
New York
$5.73M +$19.1K +130 +0.3%
SPC
372
Sigma Planning Corp
Michigan
$5.68M +$281K +1,910 +5%
WP
373
WealthShield Partners
North Carolina
$5.67M -$2.16M -14,653 -28%
CW
374
CreativeOne Wealth
Kansas
$5.66M -$145K -986 -2%
SSI
375
Scott & Selber Inc
Texas
$5.62M +$19.6K +133 +0.3%