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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 %
ONB
251
Old National Bancorp
Indiana
$5.08M -$107K -1,035 -2%
GWAG
252
Garrett Wealth Advisory Group
Texas
$5.06M +$1.78M +17,156 +54%
NP
253
NorthRock Partners
Minnesota
$5.06M -$303K -2,933 -6%
RIL
254
Rothschild Investment LLC
Illinois
$5.03M +$253K +2,452 +5%
HWA
255
HHM Wealth Advisors
Tennessee
$5.03M +$789K +7,632 +19%
ACI
256
Alpha Cubed Investments
California
$5M +$58K +561 +1%
PP
257
Palladium Partners
Virginia
$4.92M -$109K -1,056 -2%
COF
258
Capital One Financial
Virginia
$4.91M +$4.91M +47,535 New
MWA
259
Meridian Wealth Advisors
Texas
$4.91M +$324K +3,136 +7%
TFS
260
TrustCore Financial Services
Tennessee
$4.86M +$724K +7,003 +17%
MFS
261
McNamara Financial Services
Massachusetts
$4.84M +$112K +1,083 +2%
CA
262
Cetera Advisors
Colorado
$4.83M -$434K -4,199 -8%
CS
263
Comerica Securities
Michigan
$4.83M -$360K -3,480 -7%
FWP
264
FAS Wealth Partners
Kansas
$4.79M +$2.7M +26,161 +130%
WT
265
Washington Trust
Rhode Island
$4.76M -$120K -1,162 -2%
WANY
266
Wealthspire Advisors (New York)
New York
$4.76M +$4.76M +46,013 New
WCG
267
Weaver Consulting Group
California
$4.72M +$311K +3,007 +7%
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$4.68M -$316K -3,056 -6%
SC
269
SouthState Corp
Florida
$4.61M +$213K +2,061 +5%
LWP
270
Legacy Wealth Partners
California
$4.59M -$2.78M -26,907 -38%
WB
271
Webster Bank
Connecticut
$4.57M -$10.1K -98 -0.2%
JMFC
272
J.M. Forbes & Co
Massachusetts
$4.55M +$8.38K +81 +0.2%
NFG
273
Next Financial Group
Texas
$4.55M +$268K +2,593 +6%
EWM
274
Evercore Wealth Management
New York
$4.54M +$262K +2,535 +6%
LGWM
275
Litman Gregory Wealth Management
California
$4.48M -$141K -1,363 -3%