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Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$5.82M +$1.25M +12,214 +27%
1WA
227
180 Wealth Advisors
Washington
$5.77M +$444K +4,355 +8%
KCPG
228
Kavar Capital Partners Group
Kansas
$5.75M -$124K -1,197 -2%
Lido Advisors
229
Lido Advisors
California
$5.69M -$1.1M -10,676 -16%
NIM
230
Northeast Investment Management
Massachusetts
$5.68M +$319K +3,081 +6%
KCM
231
Karp Capital Management
California
$5.63M +$226K +2,186 +4%
VFA
232
Voya Financial Advisors
Connecticut
$5.62M -$542K -5,146 -9%
CWAG
233
Compton Wealth Advisory Group
Virginia
$5.6M +$209K +2,018 +4%
LIM
234
Leavell Investment Management
Alabama
$5.6M +$367K +3,550 +7%
WIC
235
Woodmont Investment Counsel
Tennessee
$5.58M -$33.1K -320 -0.6%
WWM
236
Western Wealth Management
Colorado
$5.54M -$479K -4,633 -8%
DCM
237
Donaldson Capital Management
Indiana
$5.53M -$397K -3,840 -7%
WBG
238
Wharton Business Group
Pennsylvania
$5.52M +$631K +6,100 +13%
SFA
239
Souders Financial Advisors
Ohio
$5.5M +$5.5M +53,235 New
KWM
240
Kingsview Wealth Management
Oregon
$5.44M +$985K +9,530 +22%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$5.43M +$5.43M +52,530 New
SCA
242
Stokes Capital Advisors
South Carolina
$5.43M -$690K -6,672 -11%
Citadel Advisors
243
Citadel Advisors
Florida
$5.43M -$3.71M -35,914 -41%
CAG
244
Crestwood Advisors Group
Massachusetts
$5.39M -$446K -4,316 -8%
CCT
245
Country Club Trust
Missouri
$5.35M +$531K +5,040 +11%
BWM
246
Benchmark Wealth Management
Connecticut
$5.3M +$19.9K +192 +0.4%
FCA
247
FLC Capital Advisors
California
$5.3M -$357K -3,503 -6%
SFS
248
Strategic Financial Services
New York
$5.26M -$1.62M -15,641 -24%
Two Sigma Investments
249
Two Sigma Investments
New York
$5.24M +$1.19M +11,503 +29%
NA
250
NewEdge Advisors
Louisiana
$5.16M +$700K +6,773 +16%