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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.

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 Market Value Shares Shares
Change
Shares
Change %
JIP
51
JBJ Investment Partners
South Carolina
$65M 442,166 -14,141 -3%
SF
52
Synovus Financial
Georgia
$63.2M 429,648 -4,928 -1%
PPA
53
Parametric Portfolio Associates
Washington
$61.7M 419,319 +17,246 +4%
Two Sigma Investments
54
Two Sigma Investments
New York
$61M 414,903 -57,400 -12%
TPCW
55
TD Private Client Wealth
New York
$60.3M 409,997 +57,746 +16%
DC
56
Derby & Company
Massachusetts
$60.1M 408,929 +16,595 +4%
PCMC
57
Paragon Capital Management (Colorado)
Colorado
$60.1M 408,291 -22,871 -5%
CMO
58
Covenant Multifamily Offices
Texas
$59.5M 404,268 -262,519 -39%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$57.2M 381,405 -332,567 -47%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$56.5M 382,178 +22,204 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$55.2M 368,337 +329,391 +846%
NFC
62
Northeast Financial Consultants
Connecticut
$52.1M 354,208 +31,793 +10%
SAI
63
Systematic Alpha Investments
New Jersey
$51.9M 353,000 +303,000 +606%
Franklin Resources
64
Franklin Resources
California
$51.7M 351,675 -4,681 -1%
HSWM
65
Hubbell Strickland Wealth Management
Louisiana
$51.3M 349,116 -3,264 -0.9%
TVAMP
66
Tennessee Valley Asset Management Partners
Tennessee
$50.9M 346,230 -36,925 -10%
VM
67
VPR Management
Texas
$50M 340,185
AAS
68
Annex Advisory Services
Wisconsin
$46.9M 319,038 +11,588 +4%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$46.4M 315,241 +12,897 +4%
3F
70
360 Financial
Minnesota
$45.8M 311,080 +11,126 +4%
KAS
71
Kestra Advisory Services
Texas
$45.5M 309,644 -475,246 -61%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$44.9M 305,518 +11,465 +4%
PWP
73
Principle Wealth Partners
Connecticut
$44.5M 302,704 +18,448 +6%
BWM
74
BT Wealth Management
Georgia
$44.2M 300,534 -49,331 -14%
PMG
75
ProVise Management Group
Florida
$44.1M 299,937 +2,850 +1%