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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 %
OC
276
Oppenheimer & Co
New York
$4.47M -$163K -1,577 -4%
CIA
277
Capital Investment Advisors
Georgia
$4.44M +$40.7K +394 +0.9%
EW
278
Evoke Wealth
California
$4.41M +$1.21M +11,742 +38%
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$4.41M +$659K +6,378 +18%
SBSB
280
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.37M -$78.1K -755 -2%
BIA
281
Bigelow Investment Advisors
Maine
$4.34M -$37.5K -363 -0.9%
HPC
282
HM Payson & Co
Maine
$4.33M -$3.39M -32,771 -44%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$4.27M +$405K +3,921 +11%
AIM
284
Aurora Investment Managers
Florida
$4.22M +$2.19M +21,210 +108%
BFEC
285
Benjamin F. Edwards & Company
Missouri
$4.2M +$13.3K +129 +0.3%
FM
286
Family Management
New York
$4.19M -$1.17M -11,355 -22%
NWS
287
Newport Wealth Strategies
California
$4.19M -$475K -4,204 -10%
RFA
288
Radnor Financial Advisors
Pennsylvania
$4.18M -$252K -2,440 -6%
WA
289
Wealth Advisors
California
$4.15M +$2.77M +24,863 +200%
LFAS
290
Level Four Advisory Services
Texas
$4.08M -$1.62M -15,684 -28%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$4.07M +$3.83M +33,625 +1,612%
WIP
292
Wellesley Investment Partners
Massachusetts
$4.05M -$541K -5,237 -12%
CCG
293
Chatham Capital Group
Georgia
$4.05M +$377K +3,650 +10%
FI
294
Financial Insights
Washington
$4.03M -$89.5K -866 -2%
WA1
295
Wimmer Associates 1
California
$4.01M +$190K +1,838 +5%
AWM
296
Aberdeen Wealth Management
Illinois
$3.94M
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$3.93M -$250K -2,417 -6%
CTC
298
Central Trust Company
Missouri
$3.93M -$377K -3,646 -9%
ACA
299
Aptus Capital Advisors
Alabama
$3.93M -$319K -3,088 -8%
PFA
300
Pathway Financial Advisors
Vermont
$3.92M -$8.04K -80 -0.2%