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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 %
NIA
601
Northstar Investment Advisors
Colorado
$2.05M -$4.8K -34 -0.2%
RA
602
Rational Advisors
New York
$2.04M +$1.25M +8,853 +159%
GB
603
Gunma Bank
Japan
$2.03M +$2.03M +14,400 New
Millennium Management
604
Millennium Management
New York
$2.02M -$1.87M -13,263 -48%
PHS
605
Pekin Hardy Strauss
Illinois
$2.01M +$28.2K +200 +1%
TWM
606
Tradition Wealth Management
Minnesota
$2M +$2M +14,182 New
CNB
607
Camden National Bank
Maine
$2M +$44.2K +313 +2%
APWM
608
Atlas Private Wealth Management
New York
$2M -$251K -1,778 -11%
CCG
609
Cypress Capital Group
Florida
$2M +$443K +3,141 +29%
CAN
610
Claraphi Advisory Network
United States
$1.99M +$182K +1,289 +10%
KJWM
611
Kiley Juergens Wealth Management
Washington
$1.99M +$29.5K +209 +2%
TPA
612
Trivium Point Advisory
Connecticut
$1.99M +$53.7K +377 +3%
TP
613
Tranquility Partners
Tennessee
$1.97M -$2.68K -19 -0.1%
AF
614
Advisornet Financial
Minnesota
$1.97M -$638K -4,520 -24%
ACP
615
Aviance Capital Partners
Florida
$1.97M -$508K -3,599 -21%
JFG
616
JMG Financial Group
Illinois
$1.95M -$130K -921 -6%
VHAM
617
Van Hulzen Asset Management
California
$1.95M -$98.7K -699 -5%
BFA
618
Beacon Financial Advisory
Ohio
$1.95M +$349K +2,471 +22%
CHA
619
Carmichael Hill & Associates
Maryland
$1.94M +$5.08K +36 +0.3%
LRPA
620
L. Roy Papp & Associates
Arizona
$1.94M +$37.3K +264 +2%
CFP
621
Curran Financial Partners
South Carolina
$1.94M +$1.94M +13,708 New
MA
622
MUFG Americas
New York
$1.92M +$392K +2,779 +26%
APW
623
Austin Private Wealth
Texas
$1.92M +$118K +834 +7%
LIA
624
LBMC Investment Advisors
Tennessee
$1.9M +$1.55K +11 +0.1%
PBF
625
Petix & Botte Financial
California
$1.9M -$138K -976 -7%