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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.

New
Increased
Maintained
Reduced
Closed
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 %
SFS
526
Sowell Financial Services
Arkansas
$2.71M +$210K +1,488 +8%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$2.68M +$450K +3,185 +20%
AWA
528
Acorn Wealth Advisors
Michigan
$2.66M +$539K +3,817 +25%
CMBA
529
C.M. Bidwell & Associates
Hawaii
$2.66M +$96.1K +681 +4%
YWP
530
YorkBridge Wealth Partners
New York
$2.66M -$26.8K -190 -1%
CB
531
Commerce Bank
Missouri
$2.64M +$86.7K +614 +3%
CCFM
532
Clear Creek Financial Management
Washington
$2.64M -$17.3M -122,549 -87%
GHA
533
GW Henssler & Associates
Georgia
$2.62M +$80.7K +572 +3%
DSC
534
Duncker Streett & Co
Missouri
$2.62M +$298K +2,109 +13%
Deutsche Bank
535
Deutsche Bank
Germany
$2.61M +$2.12K +15 +0.1%
HH
536
Hilltop Holdings
Texas
$2.57M -$2.52M -17,862 -49%
MHS
537
M Holdings Securities
Oregon
$2.57M +$113K +800 +5%
AAP
538
Arax Advisory Partners
Colorado
$2.57M -$337K -2,387 -12%
GI
539
Glovista Investments
New Jersey
$2.55M -$822K -5,815 -24%
JIC
540
Johnson Investment Counsel
Ohio
$2.55M +$615K +4,358 +32%
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$2.51M +$52.5K +372 +2%
OCG
542
Opus Capital Group
Ohio
$2.51M +$847 +6 +0%
MCM
543
Maple Capital Management
Vermont
$2.5M
NAS
544
Nicolet Advisory Services
Wisconsin
$2.49M -$49.5K -351 -2%
HNB
545
Huntington National Bank
Ohio
$2.48M -$2.28M
KeyBank National Association
546
KeyBank National Association
Ohio
$2.46M +$197K +1,397 +9%
NEGWA
547
New England Guild Wealth Advisors
Connecticut
$2.45M +$141 +1 +0%
AFM
548
Abbot Financial Management
Massachusetts
$2.45M +$128K +908 +6%
MSA
549
Marino Stram & Associates
Massachusetts
$2.44M +$248K +1,756 +11%
SCA
550
St. Clair Advisors
Ohio
$2.41M +$2.41M +17,050 New