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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 %
CWG
301
Cornerstone Wealth Group
North Carolina
$4.97M +$4.97M +42,401 New
OC
302
Oppenheimer & Co
New York
$4.96M -$106K -906 -2%
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$4.94M +$104K +889 +2%
GC
304
Gratus Capital
Georgia
$4.87M +$1.25M +10,646 +34%
COF
305
Capital One Financial
Virginia
$4.87M -$702K -5,992 -13%
BIA
306
Bigelow Investment Advisors
Maine
$4.86M -$53.3K -455 -1%
LWP
307
Legacy Wealth Partners
California
$4.77M -$425K -3,630 -8%
RFA
308
Radnor Financial Advisors
Pennsylvania
$4.75M +$9.84K +84 +0.2%
PWM
309
Peterson Wealth Management
Nevada
$4.72M +$416K +3,554 +10%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$4.69M -$67.4K -575 -1%
SFS
311
Strategic Financial Services
New York
$4.66M -$1.3M -11,075 -22%
AllianceBernstein
312
AllianceBernstein
Tennessee
$4.65M +$4.65M +39,665 New
WP
313
WealthShield Partners
North Carolina
$4.58M +$154K +1,312 +3%
PFA
314
Pathway Financial Advisors
Vermont
$4.57M
WIP
315
Wellesley Investment Partners
Massachusetts
$4.54M -$55.4K -473 -1%
MAFM
316
Mid Atlantic Financial Management
Pennsylvania
$4.52M +$426K +3,638 +10%
AWS
317
AJ Wealth Strategies
New York
$4.51M +$3.49M +29,825 +344%
RMAM
318
Raab & Moskowitz Asset Management
New Jersey
$4.48M +$20.9K +178 +0.5%
RJT
319
Raymond James Trust
Florida
$4.48M +$730K +6,233 +20%
HPC
320
HM Payson & Co
Maine
$4.47M -$429K -3,661 -9%
LFAS
321
Level Four Advisory Services
Texas
$4.45M -$170K -1,450 -4%
CCG
322
Chatham Capital Group
Georgia
$4.43M -$159K -1,360 -3%
GVAG
323
Great Valley Advisor Group
Delaware
$4.43M +$159K +1,360 +4%
V
324
Veritable
Delaware
$4.42M +$1.03M +8,755 +30%
EWMCB
325
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.33M -$11.8M -100,764 -73%