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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.37B 23,858,334 +1,588,796 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.38B 9,787,711 +191,508 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B 7,689,562 +1,514,254 +25%
Wells Fargo
4
Wells Fargo
California
$951M 6,734,064 +335,837 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$879M 6,225,930 +159,336 +3%
UBS Group
6
UBS Group
Switzerland
$769M 5,445,864 +112,000 +2%
LPL Financial
7
LPL Financial
California
$528M 3,737,469 +341,613 +10%
Citigroup
8
Citigroup
New York
$476M 3,374,364 -16,137 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$395M 2,800,986 +121,760 +5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$386M 2,731,743 +211,468 +8%
HB
11
Homrich & Berg
Georgia
$381M 2,697,577 +143,089 +6%
Charles Schwab
12
Charles Schwab
California
$338M 2,392,890 +16,604 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$335M 2,373,368 +39,845 +2%
Ameriprise
14
Ameriprise
Minnesota
$323M 2,296,039 +226,693 +11%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$320M 2,263,338 -11,851 -0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$279M 1,974,569 +54,057 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$253M 1,791,466 +40,400 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$240M 1,700,749 +28,151 +2%
Truist Financial
19
Truist Financial
North Carolina
$239M 1,696,295 -2,386,031 -58%
RJA
20
Raymond James & Associates
Florida
$229M 1,623,151 +39,366 +2%
S
21
SignatureFD
Georgia
$215M 1,523,898 +91,795 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$185M 1,308,080 -106,245 -8%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M 1,270,830 -48,776 -4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$176M 1,249,645 +92,231 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$157M 1,110,744 +83,120 +8%