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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.

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 %
JIP
51
JBJ Investment Partners
South Carolina
$64.4M +$1.67M +11,862 +3%
SF
52
Synovus Financial
Georgia
$61.4M +$1.76M +12,471 +3%
PCMC
53
Paragon Capital Management (Colorado)
Colorado
$60.9M +$507K +3,592 +0.8%
RWP
54
RWA Wealth Partners
Massachusetts
$60.3M +$963K +6,824 +2%
PA
55
Planning Alternatives
Michigan
$57.2M +$3.11M +22,053 +6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$57M -$853K -6,039 -1%
PPA
57
Parametric Portfolio Associates
Washington
$56.8M -$2.2M -15,602 -4%
DC
58
Derby & Company
Massachusetts
$55.4M +$700K +4,956 +1%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$54.1M +$30.1M +213,151 +125%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$50.8M +$4.51M +31,972 +10%
Franklin Resources
61
Franklin Resources
California
$50.3M +$1.86M +13,177 +4%
HSWM
62
Hubbell Strickland Wealth Management
Louisiana
$49.7M +$1.06M +7,476 +2%
TPCW
63
TD Private Client Wealth
New York
$49.7M +$6.18M +43,795 +14%
BWM
64
BT Wealth Management
Georgia
$49.4M +$567K +4,017 +1%
VM
65
VPR Management
Texas
$48M
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.5M +$6.81M +48,206 +17%
PAS
67
Park Avenue Securities
New York
$46.6M -$1.91M -13,540 -4%
NFC
68
Northeast Financial Consultants
Connecticut
$45.5M +$8.11M +57,445 +22%
AAS
69
Annex Advisory Services
Wisconsin
$43.4M +$1.67M +11,805 +4%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$42.7M +$934K +6,616 +2%
3F
71
360 Financial
Minnesota
$42.3M +$740K +5,239 +2%
PMG
72
ProVise Management Group
Florida
$41.9M +$281K +1,994 +0.7%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$41.5M -$363K -2,574 -0.9%
EH
74
Equitable Holdings
New York
$41.4M +$1.3M +9,211 +3%
BO
75
BRR OpCo
Ohio
$40.7M -$184K -1,300 -0.4%