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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 %
OPW
701
Oxler Private Wealth
New York
$1.57M +$1.34M +9,121 +590%
AWA
702
ARQ Wealth Advisors
Arizona
$1.57M -$77.9K -530 -5%
FNT
703
First National Trust
Pennsylvania
$1.56M -$307K -2,088 -16%
FFWM
704
Future Financial Wealth Management
Ohio
$1.55M +$99.4K +676 +7%
DWT
705
Dorsey & Whitney Trust
South Dakota
$1.55M +$1.14M +7,750 +278%
TAM
706
Townsend Asset Management
North Carolina
$1.55M -$26K -177 -2%
HFA
707
Hoover Financial Advisors
Pennsylvania
$1.55M -$272K -1,756 -15%
First Manhattan
708
First Manhattan
New York
$1.54M -$68.7K -467 -4%
BA
709
Bristlecone Advisors
Washington
$1.54M +$3.53K +24 +0.2%
DDC
710
DF Dent & Co
Maryland
$1.53M -$83.5K -568 -5%
SBH
711
Segall Bryant & Hamill
Illinois
$1.53M +$142K +962 +10%
SC
712
Sepio Capital
Utah
$1.52M +$361K +2,457 +31%
TCMP
713
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.51M +$167K +1,134 +12%
APW
714
Acima Private Wealth
Virginia
$1.5M
GA
715
Greytown Advisors
Florida
$1.5M -$684K -4,650 -31%
EWA
716
Exencial Wealth Advisors
Oklahoma
$1.5M -$62.3K -424 -4%
ECG
717
EPIQ Capital Group
California
$1.5M +$5.3K +36 +0.4%
WFM
718
Wolff Financial Management
Michigan
$1.49M +$10.9K +74 +0.7%
HIA
719
Harbor Investment Advisory
Maryland
$1.49M -$3.97K -27 -0.3%
LNWWM
720
Laird Norton Wetherby Wealth Management
California
$1.47M -$12.9K -88 -0.9%
MC
721
Miramar Capital
Illinois
$1.47M +$320K +2,177 +28%
CHJWM
722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.47M +$48.8K +319 +3%
NAMP
723
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.47M +$224K +1,525 +18%
RIA
724
RPG Investment Advisory
California
$1.44M -$16.9K -115 -1%
IIC
725
Ironwood Investment Counsel
Arizona
$1.44M -$22.2K -151 -2%