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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SMG
276
Smart Money Group
Texas
$5.53M +$1.52M +12,943 +38%
JWCA
277
J.W. Cole Advisors
Florida
$5.5M +$4.44M +37,880 +417%
MFS
278
McNamara Financial Services
Massachusetts
$5.49M +$3.28K +28 +0.1%
TFS
279
TrustCore Financial Services
Tennessee
$5.49M -$26.6K -227 -0.5%
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$5.47M +$1.04M +8,342 +23%
CA
281
Cornerstone Advisory
Maryland
$5.45M -$1.4M -11,949 -20%
Citadel Advisors
282
Citadel Advisors
Florida
$5.39M -$762K -6,500 -12%
NP
283
NorthRock Partners
Minnesota
$5.37M -$362K -3,085 -6%
FFS
284
Founders Financial Securities
Maryland
$5.34M +$3.27M +27,865 +158%
WCG
285
Weaver Consulting Group
California
$5.31M -$35.2K -300 -0.7%
SC
286
SouthState Corp
Florida
$5.3M +$70.6K +602 +1%
PD
287
Planning Directions
Pennsylvania
$5.24M +$5.24M +44,700 New
JMFC
288
J.M. Forbes & Co
Massachusetts
$5.2M +$39.3K +335 +0.8%
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$5.19M -$111K -947 -2%
SMC
290
Smith, Moore & Co
Missouri
$5.17M +$878K +7,493 +20%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$5.17M -$2.41M -20,539 -32%
WT
292
Washington Trust
Rhode Island
$5.17M -$152K -1,318 -3%
WB
293
Webster Bank
Connecticut
$5.14M -$43.7K -373 -0.8%
FFC
294
Fure Financial Corporation
Minnesota
$5.13M +$5.13M +43,819 New
EW
295
Evoke Wealth
California
$5.13M +$104K +879 +2%
WA
296
Wealth Advisors
California
$5.1M +$664K +5,570 +15%
RFM
297
Royal Fund Management
Florida
$5.1M -$5.56M -47,420 -52%
LGWM
298
Litman Gregory Wealth Management
California
$5.08M
FCA
299
FLC Capital Advisors
California
$5.08M -$1.12M -9,377 -18%
CIA
300
Capital Investment Advisors
Georgia
$5.04M +$10.8K +92 +0.2%