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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 %
22CM
151
20/20 Capital Management
California
$18.8M +$2.64M +17,968 +16%
SFS
152
Searcy Financial Services
Kansas
$18.1M +$135K +920 +0.8%
MAM
153
Madison Asset Management
Wisconsin
$18.1M -$460K -3,129 -2%
JSL
154
JT Stratford LLC
Georgia
$18M +$1.15M +7,827 +7%
USAA
155
United Services Automobile Association
Texas
$17.8M
GC
156
Gibson Capital
Pennsylvania
$17.5M -$1.94M -13,220 -10%
CAWM
157
Capital Advisors Wealth Management
Washington
$17.4M +$17.4M +118,029 New
JIC
158
JRM Investment Counsel
Nebraska
$17.3M -$9.71M -66,049 -36%
GWM
159
Gray Wealth Management
Maine
$17.3M +$432K +2,934 +3%
VWA
160
Visionary Wealth Advisors
Illinois
$17.3M -$690K -4,691 -4%
GB
161
Goepper Burkhardt
South Carolina
$17.2M -$419K -2,846 -2%
Barclays
162
Barclays
United Kingdom
$17.1M +$17.1M +116,290 New
WP
163
WMS Partners
Maryland
$17.1M -$227K -1,546 -1%
WFA
164
West Financial Advisors
Iowa
$16.8M -$371K -2,524 -2%
AI
165
Atria Investments
North Carolina
$16.7M -$18.2M -123,499 -52%
CFA
166
Capstone Financial Advisors
Illinois
$16.6M -$5.03M -34,186 -23%
BFG
167
Beacon Financial Group
Texas
$16.5M
CCM
168
Covington Capital Management
California
$16.5M +$278K +1,888 +2%
SAMT
169
Select Asset Management & Trust
Pennsylvania
$16.5M +$4.78M +32,473 +41%
UCFA
170
United Capital Financial Advisors
Texas
$16.2M -$1.46M -9,938 -8%
FWP
171
FAS Wealth Partners
Kansas
$16.2M -$168K -1,142 -1%
APA
172
American Portfolios Advisors
New York
$16.1M +$1.44M +9,808 +10%
TF
173
Trek Financial
Arizona
$16M -$18.4M -124,940 -54%
PA
174
PFG Advisors
Arizona
$15.9M +$3.51M +23,841 +28%
MA
175
Montag & Associates
Georgia
$15.8M -$765K -5,201 -5%