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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 %
CM
926
Capital Management
Virginia
$621K
BS
927
Boenning & Scattergood
Pennsylvania
$619K -$22.7K -161 -4%
PCMC
928
Private Capital Management (Colorado)
Colorado
$618K +$4.07K +29 +0.7%
MWM
929
Marietta Wealth Management
Georgia
$615K +$315K +2,235 +105%
AT
930
Arden Trust
Delaware
$613K -$3.11K -22 -0.5%
CANC
931
Culbertson A N & Co
Virginia
$609K
RBCM
932
Raub Brock Capital Management
California
$609K +$1.27K +9 +0.2%
SFA
933
Sequoia Financial Advisors
Ohio
$607K -$137K -971 -18%
SG Americas Securities
934
SG Americas Securities
New York
$607K +$14.1K +100 +2%
AWP
935
Ascent Wealth Partners
New York
$606K -$71.9K -509 -11%
JCM
936
Jacobi Capital Management
Pennsylvania
$605K -$1.52M -10,786 -72%
PAM
937
Peak Asset Management
Colorado
$602K
CIAS
938
CFS Investment Advisory Services
New Jersey
$602K +$602K +4,261 New
LWM
939
Laidlaw Wealth Management
New York
$601K +$150K +1,059 +33%
KA
940
Klingman & Associates
New York
$600K -$51.1K -362 -8%
CCT
941
Capital City Trust
Florida
$600K -$42.1K -298 -7%
DBT
942
Dubuque Bank & Trust
Iowa
$599K +$5.93K +42 +1%
BMWM
943
Brown Miller Wealth Management
Virginia
$599K +$599K +4,243 New
CSPIA
944
Cary Street Partners Investment Advisory
Virginia
$596K +$243K +1,724 +69%
RWA
945
RGT Wealth Advisors
Texas
$595K +$595K +4,218 New
RWA
946
Redhawk Wealth Advisors
Minnesota
$593K -$79.1K -560 -12%
CNC
947
Citizens & Northern Corp
Pennsylvania
$593K +$367K +2,600 +163%
RFN
948
RDA Financial Network
Iowa
$588K +$9.89K +70 +2%
TWA
949
TCI Wealth Advisors
Arizona
$588K +$155K +1,101 +36%
FPFS
950
First Personal Financial Services
North Carolina
$587K -$66.9K -474 -10%