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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 %
CIM
501
Corda Investment Management
Texas
$3.32M +$37.5K +255 +1%
RIG
502
Roosevelt Investment Group
New York
$3.3M +$265K +1,802 +9%
KPW
503
Kore Private Wealth
New York
$3.3M +$79K +537 +2%
WFA
504
Wade Financial Advisory
California
$3.28M -$19.6K -133 -0.6%
PAMG
505
Patton Albertson Miller Group
Tennessee
$3.25M -$120K -818 -4%
BC
506
Bartlett & Co
Ohio
$3.24M -$11K -75 -0.3%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$3.24M -$11K -75 -0.3%
KFGK
508
Keystone Financial Group (Kentucky)
Kentucky
$3.24M +$444K +3,021 +16%
MW
509
Marcum Wealth
Ohio
$3.23M -$71.6K -487 -2%
BCA
510
Berman Capital Advisors
Georgia
$3.23M +$45K +306 +1%
SFS
511
Strategic Financial Services
New York
$3.22M -$361K -2,455 -10%
GB
512
Gunma Bank
Japan
$3.22M +$1.1M +7,500 +52%
FWM
513
Fairhaven Wealth Management
Illinois
$3.19M
CFSG
514
Community Financial Services Group
Vermont
$3.19M +$3.19M +21,694 New
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$3.19M +$573K +3,894 +22%
AWA
516
Acorn Wealth Advisors
Michigan
$3.18M +$408K +2,776 +15%
TC
517
Trilogy Capital
California
$3.12M -$252K -1,716 -7%
PCA
518
Personal Capital Advisors
California
$3.12M +$256K +1,741 +9%
Deutsche Bank
519
Deutsche Bank
Germany
$3.11M +$388K +2,640 +14%
IFO
520
Independent Family Office
New York
$3.1M -$583K -3,802 -16%
COF
521
Capital One Financial
Virginia
$3.08M -$1.02M -6,911 -25%
FTUS
522
Flow Traders U.S.
New York
$3.08M +$1.22M +8,277 +65%
AWM
523
Apollon Wealth Management
South Carolina
$3.06M -$1.23M -8,334 -29%
FNBOMD
524
First National Bank of Mount Dora
Florida
$3.03M +$588K +4,000 +24%
GLA
525
Good Life Advisors
Pennsylvania
$3.03M -$11K -75 -0.4%