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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 %
BA
451
Bridgewater Advisors
New York
$4.04M +$4.04M +26,707 New
NL
452
NWAM LLC
Washington
$4.02M -$414K -2,812 -9%
FCFS
453
First Command Financial Services
Texas
$4.02M -$331K -2,251 -8%
FCB
454
First Command Bank
Texas
$4.02M -$331K -2,251 -8%
HWM
455
Hohimer Wealth Management
Washington
$4.01M +$1.11M +7,549 +38%
PTC
456
Philadelphia Trust Company
Pennsylvania
$4M +$334K +2,270 +9%
RCA
457
Ranch Capital Advisors
Florida
$3.97M +$306K +2,082 +8%
TCOV
458
Trust Company of Vermont
Vermont
$3.97M +$18.4K +125 +0.5%
SSWM
459
Sheets Smith Wealth Management
North Carolina
$3.96M +$260K +1,768 +7%
HL
460
HeadInvest LLC
Maine
$3.94M +$230K +1,564 +6%
BFO
461
Boston Family Office
Massachusetts
$3.93M +$77.6K +528 +2%
Bessemer Group
462
Bessemer Group
New Jersey
$3.91M -$226K -1,537 -5%
FHC
463
First Heartland Consultants
Missouri
$3.9M -$184K -1,254 -5%
DAS
464
Dynamic Advisor Solutions
Arizona
$3.86M -$245K -1,664 -6%
LFAS
465
Level Four Advisory Services
Texas
$3.85M +$273K +1,858 +8%
AIA
466
Angeles Investment Advisors
California
$3.83M
WCM
467
WealthBridge Capital Management
Ohio
$3.83M +$93.8K +638 +3%
BFM
468
Boston Financial Management
Massachusetts
$3.82M -$150K -1,018 -4%
SWA
469
Sax Wealth Advisors
New Jersey
$3.81M +$2.1M +14,278 +123%
RC
470
Rinet Company
Massachusetts
$3.81M +$3.21M +21,795 +535%
EHPM
471
Emery Howard Portfolio Management
California
$3.8M +$530K +3,601 +16%
OIA
472
OneDigital Investment Advisors
Kansas
$3.8M -$267K -1,817 -7%
GW
473
GW & Wade
Massachusetts
$3.74M +$1.87M +12,687 +100%
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
$3.72M +$3.29M +22,375 +760%
AIFAIM
475
American Institute for Advanced Investment Management
Arizona
$3.72M -$205K -1,396 -5%