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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.

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 %
William Blair & Company
26
William Blair & Company
Illinois
$151M -$8.51M -60,281 -5%
CG
27
Colony Group
Massachusetts
$150M +$6.65M +47,129 +5%
Brown Advisory
28
Brown Advisory
Maryland
$136M +$29.8M +211,355 +28%
JIC
29
Joel Isaacson & Co
New York
$117M +$6.63M +46,932 +6%
KAS
30
Kestra Advisory Services
Texas
$110M +$54.8M +390,899 +99%
ZB
31
Zions Bancorporation
Utah
$109M -$21.5M -152,245 -16%
MWM
32
Modera Wealth Management
New Jersey
$106M +$6.08M +43,096 +6%
Stifel Financial
33
Stifel Financial
Missouri
$103M +$6.39M +45,232 +7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$102M -$74.9M -526,197 -42%
Mariner
35
Mariner
Kansas
$94.2M +$2.24M +15,872 +2%
CMO
36
Covenant Multifamily Offices
Texas
$94.1M -$2.71M -19,221 -3%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$93.9M -$20.9M -148,388 -18%
LNC
38
Lincoln National Corp
Pennsylvania
$87.7M +$257K +1,818 +0.3%
BMM
39
Berkshire Money Management
Massachusetts
$87.6M +$14.7M +104,409 +20%
AL
40
Aspiriant LLC
California
$83.8M +$4.26M +30,187 +5%
SFO
41
Stokes Family Office
Louisiana
$80.2M +$924K +6,544 +1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$76.8M +$2.9M +20,554 +4%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$76.5M +$23.5M +166,500 +44%
MML Investors Services
44
MML Investors Services
Massachusetts
$76.3M +$2.76M +19,582 +4%
GT
45
Glenmede Trust
Pennsylvania
$73.8M -$417K -2,957 -0.6%
Goldman Sachs
46
Goldman Sachs
New York
$67.1M -$11.9M -84,254 -15%
Two Sigma Investments
47
Two Sigma Investments
New York
$66.7M -$14.1M -99,900 -17%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$65.6M +$6.93M +49,070 +12%
Creative Planning
49
Creative Planning
Kansas
$65.6M +$7.69M +54,460 +13%
PAG
50
Private Advisor Group
New Jersey
$64.8M +$3.97M +28,105 +7%