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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
251
J.M. Forbes & Co
Massachusetts
$5.29M +$21K +176 +0.4%
MWA
252
Meridian Wealth Advisors
Texas
$5.29M +$248K +2,074 +5%
FHC
253
First Heartland Consultants
Missouri
$5.26M -$125K -1,045 -2%
SBSB
254
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.22M +$91K +761 +2%
WIP
255
Wellesley Investment Partners
Massachusetts
$5.11M +$40.2K +336 +0.8%
NIM
256
Northeast Investment Management
Massachusetts
$5.11M +$518K +4,330 +11%
FAAS
257
First Allied Advisory Services
California
$5.1M -$4.54M -37,931 -47%
KWM
258
Kingsview Wealth Management
Oregon
$5.1M +$944K +7,896 +23%
SC
259
SouthState Corp
Florida
$5.07M -$2.39K -20 -0%
BF
260
BOK Financial
Oklahoma
$5.03M +$150K +1,252 +3%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$4.99M +$1.42M +11,875 +40%
CTC
262
Central Trust Company
Missouri
$4.98M
WCG
263
Weaver Consulting Group
California
$4.98M -$19.3K -162 -0.4%
AC
264
Alexandria Capital
Virginia
$4.97M -$96.4K -806 -2%
PD
265
Planning Directions
Pennsylvania
$4.95M +$477K +3,990 +11%
MWM
266
Mascoma Wealth Management
New Hampshire
$4.95M +$4.04M +33,825 +449%
BIA
267
Bigelow Investment Advisors
Maine
$4.91M +$45.8K +383 +0.9%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9M +$284K +2,372 +6%
NP
269
NorthRock Partners
Minnesota
$4.87M +$4.87M +40,761 New
ACA
270
Aptus Capital Advisors
Alabama
$4.85M -$123K -1,026 -2%
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$4.85M +$87.5K +732 +2%
NWS
272
Newport Wealth Strategies
California
$4.8M +$193K +1,611 +4%
FI
273
Financial Insights
Washington
$4.76M +$112K +934 +2%
MAFM
274
Mid Atlantic Financial Management
Pennsylvania
$4.75M -$361K -3,017 -7%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$4.74M -$214K -1,789 -4%