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Vanguard Dividend Appreciation ETF

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
276
HHM Wealth Advisors
Tennessee
$5.97M -$164K -1,276 -3%
PFA
277
Paradigm Financial Advisors
Missouri
$5.96M -$3.08M -23,977 -34%
TFS
278
TrustCore Financial Services
Tennessee
$5.96M -$63.7K -495 -1%
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$5.96M +$264K +2,048 +5%
CS
280
Comerica Securities
Michigan
$5.94M -$255K -1,975 -4%
MFS
281
McNamara Financial Services
Massachusetts
$5.93M -$104K -807 -2%
WCG
282
Weaver Consulting Group
California
$5.84M +$10K +78 +0.2%
SC
283
SouthState Corp
Florida
$5.8M -$13.9K -108 -0.2%
CWA
284
Clarity Wealth Advisors
California
$5.79M +$1.48M +11,496 +34%
JMFC
285
J.M. Forbes & Co
Massachusetts
$5.79M +$78.2K +608 +1%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$5.74M -$182K -1,353 -3%
CAG
287
Csenge Advisory Group
Florida
$5.74M +$3.25M +25,155 +130%
ANTB
288
AMG National Trust Bank
Colorado
$5.73M +$3.51M +27,249 +158%
BSW
289
Buckingham Strategic Wealth
Missouri
$5.72M +$2.56M +19,891 +81%
FFC
290
Fure Financial Corporation
Minnesota
$5.69M +$55.7K +433 +1%
NP
291
NorthRock Partners
Minnesota
$5.67M -$223K -1,736 -4%
ONB
292
Old National Bancorp
Indiana
$5.67M -$527K -4,097 -9%
EW
293
Evoke Wealth
California
$5.62M -$5.43K -42 -0.1%
WA1
294
Wimmer Associates 1
California
$5.6M -$9.01K -70 -0.2%
SMC
295
Smith, Moore & Co
Missouri
$5.6M -$73.6K -572 -1%
GJIC
296
Gamble Jones Investment Counsel
California
$5.56M +$4.56M +35,475 +457%
OC
297
Oppenheimer & Co
New York
$5.56M +$116K +902 +2%
WT
298
Washington Trust
Rhode Island
$5.54M -$210K -1,630 -4%
WP
299
WealthShield Partners
North Carolina
$5.48M +$455K +3,536 +9%
LGWM
300
Litman Gregory Wealth Management
California
$5.47M -$102K -789 -2%