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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 %
PK
1376
Pflug Koory
Nebraska
$18K +$18K +128 New
AP
1377
Atwood & Palmer
Missouri
$16K
ETI
1378
Enterprise Trust & Investment
California
$16K
CI
1379
CX Institutional
Indiana
$15K
SIS
1380
Sound Income Strategies
Florida
$14K -$98K -700 -88%
AssetMark Inc
1381
AssetMark Inc
California
$14K -$86.9K -627 -86%
TSW
1382
Thompson Siegel & Walmsley
Virginia
$14K
MIM
1383
Merrion Investment Management
New Jersey
$14K +$14K +99 New
KFI
1384
Key Financial Inc
Pennsylvania
$14K +$14K +102 New
HI
1385
Hoey Investments
Pennsylvania
$12K
CAM
1386
Costello Asset Management
Pennsylvania
$11K
BCM
1387
Bourgeon Capital Management
Connecticut
$11K +$11K +80 New
GFPC
1388
Global Financial Private Client
Florida
$10.2K -$2.12K -15 -17%
BWA
1389
Burt Wealth Advisors
Maryland
$9K
SIAG
1390
Signet Investment Advisory Group
Rhode Island
$9K +$9K +65 New
TI
1391
tru Independence
Oregon
$8.27K +$613 +4,344 +8%
TFA
1392
Transamerica Financial Advisors
Florida
$8K -$145 -1 -2%
CFFP
1393
Center for Financial Planning
Michigan
$8K
DTIM
1394
Danda Trouve Investment Management
Kansas
$8K +$7.85K +52 +5,200%
SN
1395
Sittner & Nelson
Oregon
$8K +$8K +58 New
GTAM
1396
Global Trust Asset Management
Florida
$7K
TC
1397
Tacita Capital
Ontario, Canada
$7K +$7K +52 New
SWA
1398
SOA Wealth Advisors
New York
$7K +$7K +54 New
JWA
1399
JFS Wealth Advisors
Pennsylvania
$5K -$33.6K -249 -87%
OIA
1400
Optimum Investment Advisors
Illinois
$5K -$19.3K -135 -79%