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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 %
PCIA
476
Prime Capital Investment Advisors
Kansas
$3.71M +$97.4K +662 +3%
ASN
477
Advisory Services Network
Georgia
$3.68M +$291K +1,981 +9%
OAM
478
Occidental Asset Management
California
$3.66M +$1.9M +12,909 +108%
SDH
479
Sloy Dahl & Holst
Washington
$3.64M +$1.24M +8,434 +52%
FI
480
Financial Insights
Washington
$3.63M -$38.2K -260 -1%
HWMG
481
Hurlow Wealth Management Group
Indiana
$3.61M +$168K +1,140 +5%
BFA
482
Benedict Financial Advisors
Georgia
$3.59M +$2.94M +19,977 +454%
C1AG
483
Client 1st Advisory Group
Florida
$3.57M -$6.03K -41 -0.2%
SCI
484
S&CO Inc
Massachusetts
$3.57M
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$3.56M +$521K +3,545 +17%
FMN
486
Financial Management Network
California
$3.56M +$110K +711 +3%
AFA
487
Atlanta Financial Associates
Georgia
$3.54M +$13.8K +98 +0.4%
SC
488
Savant Capital
Illinois
$3.54M -$6.77K -46 -0.2%
FHC
489
First Horizon Corporation
Tennessee
$3.52M +$176K +1,195 +5%
CIA
490
Choate Investment Advisors
Massachusetts
$3.51M +$559K +3,801 +19%
CWG
491
Cornerstone Wealth Group
North Carolina
$3.48M -$1.35M -8,829 -28%
RBFC
492
Roman Butler Fullerton & Co
Missouri
$3.47M +$78.2K +514 +2%
BWM
493
Baystate Wealth Management
Massachusetts
$3.41M +$2.03M +13,786 +146%
IAN
494
Integrated Advisors Network
Texas
$3.41M +$20.2K +137 +0.6%
WSFS
495
Wilmington Savings Fund Society
Delaware
$3.4M +$160K +1,085 +5%
CM
496
Cornerstone Management
Georgia
$3.4M -$313K -2,129 -8%
SCA
497
STALEY CAPITAL ADVISERS
Pennsylvania
$3.39M -$1.32M -8,997 -28%
CNBTD
498
Citizens National Bank Trust Department
Mississippi
$3.35M -$480K -3,260 -13%
BOH
499
Bank of Hawaii
Hawaii
$3.35M
DJSG
500
D.J. St. Germain
Massachusetts
$3.34M -$19.7K -134 -0.6%