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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 %
AWP
426
Accretive Wealth Partners
New Jersey
$4.21M +$4.21M +29,826 New
PCM
427
Pennsylvania Capital Management
Pennsylvania
$4.2M +$704K +4,956 +20%
FCFS
428
First Command Financial Services
Texas
$4.18M -$239K -1,694 -5%
FCB
429
First Command Bank
Texas
$4.18M -$239K -1,694 -5%
Natixis Advisors
430
Natixis Advisors
Massachusetts
$4.14M +$89.8K +636 +2%
AWM
431
Apollon Wealth Management
South Carolina
$4.11M -$374K -2,648 -8%
OCM
432
Orion Capital Management
California
$4.09M +$4.09M +28,968 New
IA
433
Insight Advisors
Pennsylvania
$4.05M +$4.05M +28,666 New
KL
434
KWMG LLC
Kansas
$4.04M -$398K -2,819 -9%
CA
435
Clearstead Advisors
Ohio
$4.02M
SG
436
StoneX Group
New York
$3.99M -$66.6K -472 -2%
BPA
437
Beacon Pointe Advisors
California
$3.99M -$128K -908 -3%
Bessemer Group
438
Bessemer Group
New Jersey
$3.97M -$760K -5,383 -16%
DAS
439
Dynamic Advisor Solutions
Arizona
$3.94M -$145K -1,027 -4%
COF
440
Capital One Financial
Virginia
$3.94M -$546K -3,865 -12%
DFA
441
DHJJ Financial Advisors
Illinois
$3.92M +$3.92M +27,766 New
OIA
442
OneDigital Investment Advisors
Kansas
$3.92M +$58.5K +413 +2%
FHC
443
First Heartland Consultants
Missouri
$3.92M -$22.2K -157 -0.6%
MWA
444
Moser Wealth Advisors
Washington
$3.89M +$2.54K +18 +0.1%
H
445
HoyleCohen
California
$3.88M +$148K +1,048 +4%
LWAC
446
Laurel Wealth Advisors (California)
California
$3.87M +$28K +198 +0.7%
DE
447
Day & Ennis
Georgia
$3.81M -$110K -777 -3%
BFM
448
Boston Financial Management
Massachusetts
$3.81M -$508K -3,599 -12%
TCOV
449
Trust Company of Vermont
Vermont
$3.79M -$29.5K -209 -0.8%
AIFAIM
450
American Institute for Advanced Investment Management
Arizona
$3.77M +$229K +1,620 +6%