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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 %
GD
1151
Grandfield & Dodd
New York
$300K +$300K +2,110 New
SWM
1152
Stockman Wealth Management
Montana
$299K -$4.52K -32 -1%
WFS
1153
Weitzel Financial Services
Iowa
$298K +$298K +2,084 New
TI
1154
Truepoint Inc
Ohio
$298K +$298K +2,113 New
CC
1155
Courier Capital
New York
$297K +$70.3K +498 +31%
TNBTD
1156
Trustmark National Bank Trust Department
Mississippi
$296K
ABTD
1157
Arvest Bank Trust Division
Oklahoma
$296K +$296K +2,100 New
CSIC
1158
Clifford Swan Investment Counsel
California
$295K
C
1159
Certuity
Florida
$292K
CS
1160
Cannell & Spears
New York
$291K -$706 -5 -0.2%
HI
1161
Hendershot Investments
Virginia
$291K +$291K +2,060 New
NCMW
1162
Northern Capital Management (Washington)
Washington
$291K +$291K +2,060 New
TW
1163
TrinityPoint Wealth
Connecticut
$290K
BBA
1164
BLB&B Advisors
Pennsylvania
$288K +$288K +2,037 New
CHC
1165
City Holding Co
West Virginia
$287K +$58.2K +412 +25%
AP
1166
Adero Partners
California
$285K +$285K +2,017 New
GC
1167
Gratus Capital
Georgia
$284K -$989 -7 -0.3%
WPC
1168
White Pine Capital
Minnesota
$284K +$52K +369 +22%
CP
1169
Capital Planning
Washington
$284K +$284K +2,013 New
WMP
1170
Wealth Management Partners
Arizona
$283K +$283K +2,008 New
HBT
1171
Hills Bank & Trust
Iowa
$280K -$31K -220 -10%
NWA
1172
New World Advisors
Massachusetts
$280K +$10.6K +82 +4%
PAG
1173
Pinnacle Advisory Group
Maryland
$280K +$36K +255 +15%
PL
1174
Plancorp LLC
Missouri
$280K +$280K +1,980 New
NC
1175
NovaPoint Capital
Georgia
$278K