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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 %
REMPR
176
Roof Eidam Maycock Peralta (REMP)
California
$14M +$62.4K +442 +0.4%
VA
177
Valmark Advisers
Ohio
$14M +$424K +3,006 +3%
LWA
178
LWS Wealth Advisors
New Jersey
$13.8M -$629K -4,452 -4%
MWA
179
Martel Wealth Advisors
Washington
$13.8M +$469K +3,321 +4%
BSSFA
180
Baron Silver Stevens Financial Advisors
Florida
$13.7M +$13.7M +96,784 New
ORIO
181
Old Republic International (ORI)
Illinois
$13.6M
JGIA
182
Jackson Grant Investment Advisers
Connecticut
$13.5M +$852K +6,032 +7%
AC
183
Apella Capital
Connecticut
$13.4M -$534K -3,783 -4%
BWFA
184
Baltimore-Washington Financial Advisors
Maryland
$13.4M +$2.41M +17,088 +22%
HCM
185
HM Capital Management
Missouri
$13.4M -$1.78M -12,591 -12%
OPCM
186
Osborne Partners Capital Management
California
$13.3M +$338K +2,394 +3%
IFA
187
Interactive Financial Advisors
Illinois
$13.2M -$687K -4,870 -5%
HT
188
Hefren-Tillotson
Pennsylvania
$13M +$170K +1,202 +1%
NF
189
Nikulski Financial
Iowa
$13M -$193K -1,366 -1%
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$12.9M +$329K +2,335 +3%
SPIA
191
Steward Partners Investment Advisory
New York
$12.9M +$1.15M +8,141 +10%
Northern Trust
192
Northern Trust
Illinois
$12.8M -$112K -795 -0.9%
CRC
193
Curi RMB Capital
Illinois
$12.8M -$223K -1,577 -2%
AMG
194
Asset Management Group
Connecticut
$12.6M -$59.9K -424 -0.5%
CPFP
195
Clear Perspectives Financial Planning
Ohio
$12.6M +$12.6M +88,997 New
HSA
196
HBK Sorce Advisory
Pennsylvania
$12.6M +$262K +1,856 +2%
RFM
197
Royal Fund Management
Florida
$12.5M +$335K +2,370 +3%
SC
198
Scotia Capital
Ontario, Canada
$12.3M -$360K -2,551 -3%
HFS
199
Howard Financial Services
Texas
$12.2M +$471K +3,337 +4%
FFWA
200
FRG Family Wealth Advisors
Washington
$12.2M -$112K -794 -0.9%