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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.25B 22,101,034 -1,757,300 -7%
Morgan Stanley
2
Morgan Stanley
New York
$1.4B 9,523,009 -264,702 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.07B 7,264,475 -425,087 -6%
Wells Fargo
4
Wells Fargo
California
$997M 6,777,769 +43,705 +0.6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$887M 6,029,212 -196,718 -3%
UBS Group
6
UBS Group
Switzerland
$790M 5,369,982 -75,882 -1%
LPL Financial
7
LPL Financial
California
$629M 4,277,595 +540,126 +14%
HB
8
Homrich & Berg
Georgia
$422M 2,867,888 +170,311 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$417M 2,837,284 +36,298 +1%
Citigroup
10
Citigroup
New York
$408M 2,772,493 -601,871 -18%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$354M 2,405,148 -326,595 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$332M 2,258,989 +284,420 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$317M 2,156,046 -217,322 -9%
Charles Schwab
14
Charles Schwab
California
$316M 2,150,299 -242,591 -10%
Ameriprise
15
Ameriprise
Minnesota
$314M 2,136,858 -159,181 -7%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$286M 1,944,447 -318,891 -14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$266M 1,805,931 +14,465 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$256M 1,739,306 +38,557 +2%
RJA
19
Raymond James & Associates
Florida
$234M 1,593,869 -29,282 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$227M 1,545,961 +1,545,961 New
Truist Financial
21
Truist Financial
North Carolina
$226M 1,538,765 -157,530 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
$207M 1,409,913 +101,833 +8%
S
23
SignatureFD
Georgia
$200M 1,362,795 -161,103 -11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$183M 1,246,895 -2,750 -0.2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$176M 1,196,534 -74,296 -6%