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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 %
SNT
1401
Security National Trust
West Virginia
$22K
MHR
1402
Matthew Hamilton Rosenberg
$22K +$22K +152 New
PK
1403
Pflug Koory
Nebraska
$19K
CIAS
1404
CBIZ Investment Advisory Services
Ohio
$19K -$18K
AP
1405
Atwood & Palmer
Missouri
$17K
BCM
1406
Bourgeon Capital Management
Connecticut
$17K +$5.48K +38 +48%
CI
1407
CX Institutional
Indiana
$16K
ETI
1408
Enterprise Trust & Investment
California
$16K
KFI
1409
Key Financial Inc
Pennsylvania
$15K
TSW
1410
Thompson Siegel & Walmsley
Virginia
$15K
CAM
1411
Costello Asset Management
Pennsylvania
$12K
HI
1412
Hoey Investments
Pennsylvania
$12K
GFPC
1413
Global Financial Private Client
Florida
$10.7K
SWA
1414
SOA Wealth Advisors
New York
$10K +$2.6K +19 +35%
TFA
1415
Transamerica Financial Advisors
Florida
$9K
SN
1416
Sittner & Nelson
Oregon
$9K
CFFP
1417
Center for Financial Planning
Michigan
$8K
DTIM
1418
Danda Trouve Investment Management
Kansas
$8K +$148 +1 +2%
JWA
1419
JFS Wealth Advisors
Pennsylvania
$5K
MS
1420
Mizuho Securities
Japan
$5K +$5K +34 New
QT
1421
Quantbot Technologies
New York
$5K +$5K +35 New
FI
1422
FormulaFolio Investments
Michigan
$4K -$9.26M -64,831 -100%
GTAM
1423
Global Trust Asset Management
Florida
$4K -$2.4K -18 -38%
CFN
1424
Cordasco Financial Network
Florida
$4K
SIAP
1425
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +27 New