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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
426
TrueWealth Advisors
Alabama
$4.51M +$637K +4,190 +16%
BRG
427
Bay Rivers Group
Virginia
$4.49M +$99K +673 +2%
AR
428
Advisory Research
Illinois
$4.49M -$4.65M -31,596 -51%
LCS
429
Levin Capital Strategies
New York
$4.49M +$1.1M +7,500 +33%
NG
430
Northstar Group
New York
$4.48M -$14.1K -96 -0.3%
CBFP
431
Cedar Brook Financial Partners
Ohio
$4.47M +$942K +6,405 +27%
NWS
432
Newport Wealth Strategies
California
$4.43M +$175K +1,193 +4%
MC
433
Moors & Cabot
Massachusetts
$4.42M +$649K +4,409 +17%
IP
434
Investment Partners
Ohio
$4.41M +$875K +5,949 +25%
PFA
435
Plotkin Financial Advisors
Maryland
$4.31M -$205K -1,391 -5%
MBT
436
Montecito Bank & Trust
California
$4.28M -$186K -1,268 -4%
BF
437
BOK Financial
Oklahoma
$4.26M -$270K -1,836 -6%
DFA
438
DHJJ Financial Advisors
Illinois
$4.26M +$165K +1,119 +4%
Natixis Advisors
439
Natixis Advisors
Massachusetts
$4.21M -$99.7K -678 -2%
MWA
440
Moser Wealth Advisors
Washington
$4.21M +$163K +1,105 +4%
Prudential Financial
441
Prudential Financial
New Jersey
$4.2M +$712K +4,844 +20%
CA
442
Clearstead Advisors
Ohio
$4.19M
JBA
443
Johnson Bixby & Associates
Washington
$4.19M -$7.22M -49,104 -63%
DI
444
DAGCO Inc
Ohio
$4.17M +$302K +2,054 +8%
OCM
445
Orion Capital Management
California
$4.15M -$107K -726 -3%
V
446
Veritable
Delaware
$4.15M -$334K -2,269 -7%
H
447
HoyleCohen
California
$4.13M +$88.4K +601 +2%
DE
448
Day & Ennis
Georgia
$4.07M +$96.9K +659 +2%
SW
449
SkyOak Wealth
Michigan
$4.07M +$7.31K +48 +0.2%
SG
450
StoneX Group
New York
$4.07M -$96K -653 -2%