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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 %
BWFA
176
Baltimore-Washington Financial Advisors
Maryland
$15.5M +$1.49M +10,143 +11%
REMPR
177
Roof Eidam Maycock Peralta (REMP)
California
$15.1M +$524K +3,560 +4%
VA
178
Valmark Advisers
Ohio
$15M +$434K +2,952 +3%
HWA
179
Heritage Wealth Advisors
Virginia
$14.9M -$397K -2,697 -3%
HFS
180
Howard Financial Services
Texas
$14.8M +$2.04M +13,870 +16%
IFA
181
Interactive Financial Advisors
Illinois
$14.7M +$988K +6,715 +7%
LWA
182
LWS Wealth Advisors
New Jersey
$14.7M +$337K +2,294 +2%
JC
183
JBF Capital
Colorado
$14.7M +$14.7M +100,000 New
MWA
184
Martel Wealth Advisors
Washington
$14.5M +$194K +1,316 +1%
NA
185
NewEdge Advisors
Louisiana
$14.4M -$262K -1,781 -2%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$14.4M +$1.91M +12,978 +15%
GL
187
Graypoint LLC
New York
$14.4M +$2.57M +17,497 +22%
ORIO
188
Old Republic International (ORI)
Illinois
$14.2M
JGIA
189
Jackson Grant Investment Advisers
Connecticut
$14.2M +$110K +749 +0.8%
HT
190
Hefren-Tillotson
Pennsylvania
$14.2M +$591K +4,018 +4%
OAJ
191
Ogorek Anthony Joseph
New York
$13.9M -$21.3M -144,799 -61%
HCM
192
HM Capital Management
Missouri
$13.9M -$24.7K -168 -0.2%
AC
193
Apella Capital
Connecticut
$13.7M -$259K -1,761 -2%
AWA
194
Arete Wealth Advisors
Illinois
$13.6M -$10.8M -73,175 -44%
NF
195
Nikulski Financial
Iowa
$13.5M -$12.4K -84 -0.1%
CRC
196
Curi RMB Capital
Illinois
$13.3M -$18.1K -123 -0.1%
RFM
197
Royal Fund Management
Florida
$13.3M +$275K +1,870 +2%
CFS
198
CRA Financial Services
New Jersey
$13.2M +$587K +3,993 +5%
AMG
199
Asset Management Group
Connecticut
$13.2M -$2.65K -18 -0%
RWG
200
Ratio Wealth Group
Colorado
$12.9M +$1.25M +8,471 +11%