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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$7.29M +$1.55M +12,422 +27%
KA
227
Kovack Advisors
Florida
$7.28M +$24.7K +198 +0.3%
WWM
228
Western Wealth Management
Colorado
$7.26M +$392K +3,143 +6%
DCM
229
Donaldson Capital Management
Indiana
$7.15M -$1.21M -9,732 -15%
KCPG
230
Kavar Capital Partners Group
Kansas
$7.08M -$110K -885 -2%
CAG
231
Crestwood Advisors Group
Massachusetts
$7.04M +$881K +7,071 +14%
ACM
232
Allred Capital Management
Texas
$6.94M -$592K -4,752 -8%
FCA
233
FLC Capital Advisors
California
$6.92M -$245K -1,964 -3%
LFAS
234
Level Four Advisory Services
Texas
$6.87M +$318K +2,554 +5%
IWP
235
IAG Wealth Partners
Wisconsin
$6.83M +$6.83M +54,804 New
WIC
236
Woodmont Investment Counsel
Tennessee
$6.76M -$23.4K -188 -0.3%
MW
237
Marcum Wealth
Ohio
$6.75M +$6.75M +54,182 New
1WA
238
180 Wealth Advisors
Washington
$6.63M +$177K +1,390 +3%
KCM
239
Karp Capital Management
California
$6.52M -$47.7K -383 -0.7%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$6.51M +$1.57M +12,627 +32%
CWAG
241
Compton Wealth Advisory Group
Virginia
$6.5M +$5.12M +41,041 +370%
FM
242
Family Management
New York
$6.47M -$8.23K -66 -0.1%
NP
243
NorthRock Partners
Minnesota
$6.46M +$1.38M +11,092 +27%
NIM
244
Northeast Investment Management
Massachusetts
$6.46M +$1.13M +9,065 +21%
BWM
245
Benchmark Wealth Management
Connecticut
$6.37M +$6.37M +51,095 New
CA
246
Cetera Advisors
Colorado
$6.34M +$35.8K +288 +0.6%
LIM
247
Leavell Investment Management
Alabama
$6.31M +$312K +2,506 +5%
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$6.31M +$50.1K +402 +0.8%
WLIM
249
White Lighthouse Investment Management
Massachusetts
$6.27M +$559K +4,485 +10%
CS
250
Comerica Securities
Michigan
$6.26M +$216K +1,735 +4%