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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 %
Fisher Asset Management
1026
Fisher Asset Management
Washington
$437K +$161K +1,143 +59%
KP
1027
Keel Point
Alabama
$435K +$3.53K +25 +0.8%
MWM
1028
Merriman Wealth Management
Washington
$433K +$282 +2 +0.1%
RTS
1029
Round Table Services
New Jersey
$425K
CC
1030
Claybrook Capital
Massachusetts
$424K
S
1031
SimplyRich
California
$421K
DWM
1032
Destination Wealth Management
California
$421K +$163K +1,157 +63%
Squarepoint
1033
Squarepoint
New York
$420K +$420K +2,975 New
LNWTC
1034
Laird Norton Wetherby Trust Company
Washington
$420K +$420K +2,978 New
Toronto Dominion Bank
1035
Toronto Dominion Bank
Ontario, Canada
$419K
GT
1036
Glenview Trust
Kentucky
$418K -$16.2K -115 -4%
MCM
1037
Murphy Capital Management
New Jersey
$415K
Susquehanna International Group
1038
Susquehanna International Group
Pennsylvania
$415K +$415K +2,943 New
CAMG
1039
CWA Asset Management Group
Florida
$414K -$73.3K -520 -15%
JWBC
1040
John W. Brooker & Co
California
$414K +$80.5K +571 +24%
MWM
1041
Madison Wealth Management
Ohio
$414K +$414K +2,935 New
FSA
1042
Fort Sheridan Advisors
Illinois
$413K -$565 -4 -0.1%
VDBMI
1043
Van Den Berg Management I
Texas
$412K +$412K +2,916 New
WSTAM
1044
Wilbanks Smith & Thomas Asset Management
Virginia
$411K +$411K +2,910 New
CWA
1045
Clearview Wealth Advisors
Oregon
$410K +$410K +2,904 New
CRWM
1046
Castle Rock Wealth Management
California
$407K +$407K +2,887 New
PWM
1047
Praetorian Wealth Management
California
$406K
FNWM
1048
Financial Network Wealth Management
Utah
$404K +$404K +2,860 New
PCFFS
1049
Pacific Center for Financial Services
California
$403K +$179K +1,270 +80%
HH
1050
HWG Holdings
Texas
$400K -$16.1K -114 -4%