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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 %
KBFS
151
Kohmann Bosshard Financial Services
Ohio
$18M +$639K +4,419 +4%
MAM
152
Madison Asset Management
Wisconsin
$17.8M -$447K -3,169 -2%
DADC
153
D.A. Davidson & Co
Montana
$17.6M +$107K +761 +0.6%
SFS
154
Searcy Financial Services
Kansas
$17.3M +$137K +974 +0.8%
VWA
155
Visionary Wealth Advisors
Illinois
$17.3M +$2.12M +14,984 +14%
MIAN
156
Mariner Independent Advisor Network
Kansas
$17.2M +$5.7M +40,403 +50%
USAA
157
United Services Automobile Association
Texas
$17.1M -$1.02M -7,197 -6%
UCFA
158
United Capital Financial Advisors
Texas
$17M -$3.72M -26,369 -18%
GB
159
Goepper Burkhardt
South Carolina
$17M +$17M +120,092 New
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$16.7M -$27.2M -192,520 -62%
WP
161
WMS Partners
Maryland
$16.6M -$408K -2,887 -2%
BFG
162
Beacon Financial Group
Texas
$16.5M -$691K -4,864 -4%
WFA
163
West Financial Advisors
Iowa
$16.5M +$16.5M +116,677 New
IAS
164
Investment Advisory Services
Texas
$16.3M +$356K +2,525 +2%
GWM
165
Gray Wealth Management
Maine
$16.2M +$259K +1,837 +2%
JSL
166
JT Stratford LLC
Georgia
$16.1M -$2.07M -14,681 -11%
MA
167
Montag & Associates
Georgia
$15.9M +$795K +5,630 +5%
EVM
168
Eaton Vance Management
Massachusetts
$15.8M +$6.21M +43,962 +65%
FWP
169
FAS Wealth Partners
Kansas
$15.7M +$3.1M +21,963 +25%
CCM
170
Covington Capital Management
California
$15.6M +$391K +2,773 +3%
22CM
171
20/20 Capital Management
California
$15.5M +$12.1M +86,108 +359%
HWA
172
Heritage Wealth Advisors
Virginia
$14.7M +$1.06M +7,478 +8%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$14.3M +$8.47M +59,995 +146%
APA
174
American Portfolios Advisors
New York
$14.1M +$538K +3,809 +4%
NA
175
NewEdge Advisors
Louisiana
$14.1M +$11.6K +82 +0.1%