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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
ME
1376
McIlrath & Eck
Washington
$41K
RWB
1377
RMR Wealth Builders
New Jersey
$40K +$16.9K +115 +73%
CH
1378
Canton Hathaway
Rhode Island
$37K -$33.4K -225 -47%
PFBT
1379
Parkside Financial Bank & Trust
Missouri
$37K
PCTC
1380
Perkins Coie Trust Company
Washington
$37K
DWA
1381
Dougherty Wealth Advisers
Minnesota
$37K
NFSG
1382
Newbridge Financial Services Group
Florida
$35K +$14.4K +97 +70%
PAI
1383
Pittenger & Anderson Inc
Nebraska
$34K
LWA
1384
Lenox Wealth Advisors
New York
$34K +$7.24K +49 +27%
SFP
1385
Sterling Financial Planning
New Jersey
$33K +$148 +1 +0.5%
TF
1386
Tompkins Financial
New York
$29K
BC
1387
Barnett & Company
Tennessee
$29K
CWA
1388
Core Wealth Advisors
Florida
$28K
IF
1389
Ironwood Financial
Arizona
$28K
FA
1390
Fortis Advisors
Pennsylvania
$28K +$28K +192 New
KFS
1391
Kelly Financial Services
Massachusetts
$27.8K +$147 +1 +0.5%
PGAM
1392
Princeton Global Asset Management
New Jersey
$27K -$74.6K -511 -73%
TCWA
1393
Ten Capital Wealth Advisors
Washington
$27K
DAM
1394
Delta Asset Management
Tennessee
$27K
MFT
1395
Moisand Fitzgerald Tamayo
Florida
$26K +$2.08K +14 +9%
EAM
1396
Eukles Asset Management
Ohio
$26K +$2.38K +16 +10%
CIA
1397
Cascade Investment Advisors
Oregon
$25.7K -$3.68K -25 -13%
HF
1398
Halpern Financial
Virginia
$23.8K
SIS
1399
Sound Income Strategies
Florida
$23.5K +$8.83K +60 +60%
TC
1400
Truvestments Capital
Florida
$22K -$579 -4 -3%