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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 %
BCFS
726
Butensky & Cohen Financial Security
Florida
$1.35M +$49.8K +353 +4%
SBL
727
Sargent Bickham Lagudis
Colorado
$1.34M +$1.1M +7,802 +456%
MIM
728
Moseley Investment Management
Florida
$1.34M -$362K -2,564 -21%
SBH
729
Segall Bryant & Hamill
Illinois
$1.33M
MCM
730
Manchester Capital Management
Vermont
$1.33M -$58.6K -415 -4%
BWM
731
Baystate Wealth Management
Massachusetts
$1.33M -$52.8K -374 -4%
CCFCSB
732
Cape Cod Five Cents Savings Bank
Massachusetts
$1.33M -$161K -1,141 -11%
NCM
733
New Capital Management
Texas
$1.31M +$1.31M +9,295 New
CHJWM
734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.31M +$9.88K +70 +0.8%
PFS
735
Prospera Financial Services
Texas
$1.31M +$650K +4,604 +99%
KLI
736
Kelman-Lazarov Inc
Tennessee
$1.3M -$3.53K -25 -0.3%
TA
737
TFG Advisers
Michigan
$1.29M -$13.3K -94 -1%
MCM
738
MAI Capital Management
Ohio
$1.29M -$286K -2,025 -18%
TCM
739
Tandem Capital Management
New Jersey
$1.29M +$8.9K +63 +0.7%
PJSIMP
740
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M +$509K +3,712 +65%
TCMP
741
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.29M +$1.29M +9,114 New
PCM
742
Parsons Capital Management
Rhode Island
$1.28M +$125K +887 +11%
SWP
743
Strategic Wealth Partners
Ohio
$1.27M -$8.61K -61 -0.7%
SB
744
Simmons Bank
Arkansas
$1.26M +$2.12K +15 +0.2%
MI
745
Mercer Investments
Massachusetts
$1.25M +$11.3K +80 +0.9%
WMG
746
WESCAP Management Group
California
$1.25M -$56.2K -398 -4%
WWM
747
Windsor Wealth Management
Indiana
$1.25M -$13.3K -94 -1%
SAM
748
Smithbridge Asset Management
Pennsylvania
$1.24M -$218K -1,545 -15%
BFIM
749
Beese Fulmer Investment Management
Ohio
$1.24M -$13.5K -96 -1%
MA
750
MONECO Advisors
Connecticut
$1.23M -$52.4K -369 -4%