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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 %
FMTC
1476
Farmers & Merchants Trust Company
California
-$205K -1,455 Closed
CDIA
1477
Capital Directions Investment Advisors
Georgia
-$205K -1,454 Closed
AIA
1478
Allied Investment Advisors
Montana
-$204K -1,445 Closed
SFG
1479
SageGuard Financial Group
Tennessee
-$200K -1,414 Closed
PCA
1480
Peddock Capital Advisors
Massachusetts
-$188K -1,334 Closed
D
1481
Diversified
Delaware
-$158K -1,224 Closed
HGWM
1482
Harvest Group Wealth Management
Massachusetts
-$164K -1,158 Closed
RPWA
1483
Regent Peak Wealth Advisors
Georgia
-$106K -750 Closed
FCH
1484
Freestone Capital Holdings
Washington
-$69.3K -491 Closed
LAI
1485
Legal Advantage Investments
California
-$58K -414 Closed
FPCG
1486
Fort Pitt Capital Group
Pennsylvania
-$49K -348 Closed
LGA
1487
Lebenthal Global Advisors
New York
-$46K -330 Closed
FWM
1488
FSA Wealth Management
Massachusetts
-$46K -325 Closed
OIM
1489
Oder Investment Management
California
-$28K -202 Closed
MIM
1490
Merrion Investment Management
New Jersey
-$14K -99 Closed
SIAG
1491
Signet Investment Advisory Group
Rhode Island
-$9K -65 Closed
BWA
1492
Burt Wealth Advisors
Maryland
-$9K -63 Closed
TC
1493
Tacita Capital
Ontario, Canada
-$7K -52 Closed