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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 %
KPWS
401
Kestra Private Wealth Services
Texas
$4.97M -$490K -3,332 -9%
CFO
402
Colony Family Offices
North Carolina
$4.95M -$1.14M -7,717 -19%
JWBC
403
J.W. Burns & Co
New York
$4.94M -$243K -1,652 -5%
SWM
404
SeaCrest Wealth Management
New York
$4.93M -$980K -6,664 -17%
GRP
405
Global Retirement Partners
California
$4.89M +$86K +585 +2%
MSFS
406
Main Street Financial Solutions
Pennsylvania
$4.89M +$383K +2,602 +8%
JWM
407
JGP Wealth Management
Oregon
$4.88M +$256K +1,740 +6%
CFO
408
CVA Family Office
Colorado
$4.87M +$50.4K +343 +1%
AWP
409
Accretive Wealth Partners
New Jersey
$4.83M +$444K +3,021 +10%
CFGS
410
Concourse Financial Group Securities
Alabama
$4.83M -$52.1K -354 -1%
RA
411
Rational Advisors
New York
$4.81M +$2.69M +18,283 +127%
CAC
412
Certified Advisory Corp
Florida
$4.8M +$4.8M +32,603 New
MWP
413
MYCIO Wealth Partners
Pennsylvania
$4.75M +$3.72M +25,276 +361%
IA
414
Insight Advisors
Pennsylvania
$4.74M +$352K +2,301 +8%
B
415
Barings
North Carolina
$4.73M -$6.84M -46,487 -59%
SBSB
416
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.72M -$115K -780 -2%
RC
417
RegentAtlantic Capital
New Jersey
$4.72M -$116K -789 -2%
SQA
418
Simon Quick Advisors
New Jersey
$4.69M -$244K -1,659 -5%
HWM
419
Howard Wealth Management
Connecticut
$4.69M -$37.5K -255 -0.8%
MG
420
MilWealth Group
Wisconsin
$4.65M -$66.8K -454 -1%
VVP
421
Venture Visionary Partners
Ohio
$4.64M +$2.49M +16,927 +116%
HPC
422
HM Payson & Co
Maine
$4.62M -$29.7K -202 -0.6%
ACA
423
Aptus Capital Advisors
Alabama
$4.59M -$66.3K -451 -1%
SSWG
424
Seven Springs Wealth Group
Tennessee
$4.59M +$7.8K +53 +0.2%
AC
425
Alexandria Capital
Virginia
$4.54M -$252K -1,713 -5%