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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 %
MA
76
Mosaic Advisors
Texas
$42.8M 290,859 +21,075 +8%
BO
77
BRR OpCo
Ohio
$42.2M 286,715 -1,563 -0.5%
EH
78
Equitable Holdings
New York
$41.3M 280,868 -12,072 -4%
PAS
79
Park Avenue Securities
New York
$40.8M 277,378 -52,678 -16%
EGA
80
E&G Advisors
Texas
$40.2M 273,518 -1,568 -0.6%
IC
81
IEQ Capital
California
$40.1M 272,486 +12,143 +5%
PA
82
Planning Alternatives
Michigan
$39.4M 268,200 -137,005 -34%
CWM
83
Connecticut Wealth Management
Connecticut
$39.1M 265,867 -675 -0.3%
FP
84
Financial Perspectives
Minnesota
$38.2M 5,620,690 +5,582,447 +14,597%
BFS
85
Bard Financial Services
Connecticut
$37.7M 256,583 +2,416 +1%
JFA
86
JNBA Financial Advisors
Minnesota
$37.5M 254,627 +1,032 +0.4%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$36.9M 251,097 -21,539 -8%
BC
88
Brio Consultants
California
$36.9M 251,090 +21,298 +9%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$34.8M 236,284 +10,674 +5%
AFA
90
American Financial Advisors
Georgia
$34.5M 234,312 +39,421 +20%
CFA
91
Carroll Financial Associates
North Carolina
$33.8M 229,800 +3,362 +1%
EK
92
Evensky & Katz
Florida
$33.7M 228,865 +11,181 +5%
BP
93
Ballentine Partners
Massachusetts
$33M 224,366 -3,561 -2%
PI
94
PFS Investments
Georgia
$32.9M 223,512 -1,314 -0.6%
ECG
95
Edge Capital Group
Georgia
$32.6M 221,599 -32,954 -13%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$32.4M 220,036 -302 -0.1%
CL
97
CPWM LLC
Washington
$32.4M 219,982 +2,630 +1%
HPWM
98
Highland Private Wealth Management
Washington
$31.8M 216,126 +1,437 +0.7%
AP
99
Arlington Partners
Alabama
$31.6M 214,701 +12,260 +6%
DT
100
Diversified Trust
Tennessee
$31.2M 212,425 -6,309 -3%