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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 %
ONB
251
Old National Bancorp
Indiana
$6.25M -$659K -5,289 -10%
CONA
252
Capital One National Association
New York
$6.22M +$6.22M +49,928 New
JWCA
253
J.W. Cole Advisors
Florida
$6.16M +$6.16M +49,371 New
PP
254
Palladium Partners
Virginia
$6.06M -$85.4K -685 -1%
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$6.02M -$584K -4,682 -9%
ACI
256
Alpha Cubed Investments
California
$5.96M -$29.2K -234 -0.5%
WP
257
WealthShield Partners
North Carolina
$5.92M -$153K -1,226 -3%
WBG
258
Wharton Business Group
Pennsylvania
$5.9M -$9.97K -80 -0.2%
WT
259
Washington Trust
Rhode Island
$5.88M +$257K +2,065 +5%
RIL
260
Rothschild Investment LLC
Illinois
$5.76M +$17.3K +139 +0.3%
MFS
261
McNamara Financial Services
Massachusetts
$5.7M -$269K -2,156 -5%
CCT
262
Country Club Trust
Missouri
$5.7M +$135K +1,081 +2%
AIC
263
Ameritas Investment Company
Nebraska
$5.59M +$2.62M +21,050 +88%
OC
264
Oppenheimer & Co
New York
$5.59M +$1.04M +8,336 +23%
LGWM
265
Litman Gregory Wealth Management
California
$5.57M +$14.2K +114 +0.3%
CWC
266
Carolinas Wealth Consulting
North Carolina
$5.57M +$5.57M +44,797 New
WIP
267
Wellesley Investment Partners
Massachusetts
$5.54M +$210K +1,686 +4%
MWA
268
Meridian Wealth Advisors
Texas
$5.53M +$15K +120 +0.3%
WB
269
Webster Bank
Connecticut
$5.52M -$45.9K -368 -0.8%
RCA
270
Resonant Capital Advisors
Wisconsin
$5.51M +$5.51M +44,205 New
SWM
271
SeaCrest Wealth Management
New York
$5.49M +$2.53M +20,333 +86%
JMFC
272
J.M. Forbes & Co
Massachusetts
$5.48M -$40.3K -323 -0.7%
FAAS
273
First Allied Advisory Services
California
$5.47M +$162K +1,298 +3%
PD
274
Planning Directions
Pennsylvania
$5.44M +$283K +2,274 +5%
HH
275
HWG Holdings
Texas
$5.4M -$794K -6,367 -13%