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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 %
CIBC World Market
276
CIBC World Market
Ontario, Canada
$4.73M +$1.01M +8,465 +27%
SBA
277
Secrest Blakey & Associates
North Carolina
$4.66M +$81.9K +685 +2%
TFS
278
TrustCore Financial Services
Tennessee
$4.64M +$35.6K +298 +0.8%
EWM
279
Evercore Wealth Management
New York
$4.6M +$979K +8,191 +27%
ECM
280
Evergreen Capital Management
Washington
$4.59M +$837 +7 +0%
EW
281
Evoke Wealth
California
$4.59M +$4.59M +38,407 New
WPSG
282
Wealth & Pension Services Group
Georgia
$4.54M +$113K +944 +3%
WTC
283
WhitTier Trust Company
Nevada
$4.46M
MPW
284
MA Private Wealth
California
$4.41M +$111K +927 +3%
GVAG
285
Great Valley Advisor Group
Delaware
$4.4M +$5.14K +43 +0.1%
HWA
286
HHM Wealth Advisors
Tennessee
$4.4M -$163K -1,365 -4%
OC
287
Oppenheimer & Co
New York
$4.36M +$505K +4,223 +13%
B
288
Brightworth
Georgia
$4.33M -$173K -1,448 -4%
HCM
289
HMS Capital Management
Tennessee
$4.33M +$3.41M +30,273 +369%
HCM
290
Hollencrest Capital Management
California
$4.28M +$274K +2,294 +7%
MG
291
MilWealth Group
Wisconsin
$4.27M -$10.3K -86 -0.2%
LWAC
292
Laurel Wealth Advisors (California)
California
$4.25M +$1.25M +10,422 +41%
WA1
293
Wimmer Associates 1
California
$4.25M +$683K +5,715 +19%
CCG
294
Chatham Capital Group
Georgia
$4.23M +$83.7K +700 +2%
BPWA
295
Beacon Pointe Wealth Advisors
California
$4.22M +$13.7K +115 +0.3%
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$4.22M +$4.22M +35,294 +3,529,400%
BWA
297
BDO Wealth Advisors
Florida
$4.14M +$228K +1,907 +6%
CA
298
Cornerstone Advisory
Maryland
$4.11M +$639K +5,339 +18%
JWBC
299
J.W. Burns & Co
New York
$4.04M +$285K +2,380 +8%
CA
300
Cambridge Advisors
Nebraska
$4.01M -$9.33K -78 -0.2%