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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 %
TPW
1226
TL Private Wealth
Texas
$230K -$35.2K -248 -13%
MIC
1227
Means Investment Company
Maine
$230K -$7.74K -54 -3%
PIA
1228
Perennial Investment Advisors
California
$230K
BPM
1229
Bowling Portfolio Management
Ohio
$229K
FM
1230
Foster & Motley
Ohio
$229K +$229K +1,620 New
SAM
1231
Summit Asset Management
Tennessee
$228K
BSB
1232
Bangor Savings Bank
Maine
$227K
Members Trust
1233
Members Trust
Florida
$227K
WDG
1234
Wealth Dimensions Group
Ohio
$227K +$227K +1,610 New
CP
1235
Cumberland Partners
Ontario, Canada
$226K -$452K -3,200 -67%
NPA
1236
Nichols & Pratt Advisers
Massachusetts
$226K
APG
1237
Abacus Planning Group
South Carolina
$226K +$1.41K +10 +0.6%
AUB
1238
Atlantic Union Bankshares
Virginia
$226K +$226K +1,599 New
SEEDPG
1239
S.E.E.D. Planning Group
New York
$226K +$226K +1,600 New
DAC
1240
Dividend Assets Capital
South Carolina
$225K
BCM
1241
BTR Capital Management
California
$225K
HCM
1242
Howland Capital Management
Massachusetts
$224K -$24.5K -173 -10%
BO
1243
Bank OZK
Arkansas
$224K -$7.06K -50 -3%
IBOK
1244
Independence Bank of Kentucky
Kentucky
$223K +$17.3K +122 +8%
FHB
1245
First Hawaiian Bank
Hawaii
$222K
WMA
1246
Wealth Management Associates
New Jersey
$221K -$27.8K -197 -11%
DPI
1247
Diversified Portfolios Inc
Michigan
$220K
TWM
1248
Titus Wealth Management
California
$220K +$220K +1,560 New
HCIA
1249
Hochman Cole Investment Advisors
Illinois
$219K -$10.2K -72 -4%
ACM
1250
AUA Capital Management
Pennsylvania
$218K +$6.2K +44 +3%