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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 %
CFS
201
CRA Financial Services
New Jersey
$12.1M +$112K +793 +0.9%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$12M +$8.64M +61,226 +261%
PA
203
PFG Advisors
Arizona
$11.9M +$353K +2,499 +3%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$11.8M +$6.21M +44,016 +111%
HW
205
Hamilton Wealth
California
$11.8M +$1.25M +8,826 +12%
CWAG
206
Compton Wealth Advisory Group
Virginia
$11.7M +$1.21M +8,537 +11%
ACM
207
Allred Capital Management
Texas
$11.6M +$350K +2,476 +3%
JFA
208
Johanson Financial Advisors
California
$11.5M +$777K +5,503 +7%
FC
209
Fusion Capital
South Carolina
$11.5M +$552K +3,907 +5%
CAM
210
Cozad Asset Management
Illinois
$11.5M +$197K +1,396 +2%
AA
211
Addison Advisors
Vermont
$11.5M +$11.5M +81,171 New
HF
212
HRT Financial
New York
$11.4M +$11.4M +80,878 New
Mirae Asset Global Investments
213
Mirae Asset Global Investments
South Korea
$11.4M +$134K +951 +1%
WT
214
Whittier Trust
California
$11.3M +$59.4K +421 +0.5%
GL
215
Graypoint LLC
New York
$11.3M +$7.02M +49,741 +164%
BEC
216
Blue Edge Capital
Virginia
$11.3M -$2.41M -17,052 -18%
SAMT
217
Select Asset Management & Trust
Pennsylvania
$11.2M +$11.2M +79,369 New
EPWM
218
Essex Private Wealth Management
Massachusetts
$11.2M +$1.96M +13,896 +21%
RWG
219
Ratio Wealth Group
Colorado
$11.2M +$11.2M +79,143 New
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$11.1M +$160K +1,130 +1%
B
221
Barings
North Carolina
$11.1M +$3.54M +25,068 +47%
KCM
222
Karp Capital Management
California
$11.1M -$78.5K -556 -0.7%
ACP
223
Ashfield Capital Partners
California
$11M -$56.2K -398 -0.5%
FFS
224
Founders Financial Securities
Maryland
$11M +$1.29M +9,115 +13%
FFN
225
Focus Financial Network
Minnesota
$11M +$1.59M +11,230 +17%