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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 %
JWBC
326
J.W. Burns & Co
New York
$3.49M -$75.8K -733 -2%
PCIA
327
Prime Capital Investment Advisors
Kansas
$3.48M +$2.52M +24,372 +263%
SSWG
328
Seven Springs Wealth Group
Tennessee
$3.47M +$2.46M +23,842 +245%
CA
329
Cambridge Advisors
Nebraska
$3.44M +$63.5K +614 +2%
CFGS
330
Concourse Financial Group Securities
Alabama
$3.43M -$190K -1,832 -5%
TFCP
331
Twin Focus Capital Partners
Massachusetts
$3.42M +$89.2K +863 +3%
HWM
332
Howard Wealth Management
Connecticut
$3.41M -$73.9K -715 -2%
HT
333
Heritage Trust
Oklahoma
$3.4M +$1.1M +10,608 +48%
KOMWMG
334
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.4M +$459K +4,442 +16%
RSWM
335
Robertson Stephens Wealth Management
California
$3.39M +$582K +5,631 +21%
BFM
336
Boston Financial Management
Massachusetts
$3.38M -$13.6K -132 -0.4%
AF
337
Advisornet Financial
Minnesota
$3.35M -$14.7K -142 -0.4%
OIA
338
OneDigital Investment Advisors
Kansas
$3.32M +$597K +5,600 +22%
LP
339
LGL Partners
Pennsylvania
$3.31M +$1.57M +15,161 +90%
RJT
340
Raymond James Trust
Florida
$3.31M +$230K +2,220 +7%
SSI
341
Scott & Selber Inc
Texas
$3.29M +$193K +1,869 +6%
MOS
342
MGO One Seven
Ohio
$3.25M +$1.26M +12,208 +63%
BRG
343
Bay Rivers Group
Virginia
$3.24M +$33.6K +325 +1%
GB
344
Gunma Bank
Japan
$3.23M +$3.23M +31,200 New
AFA
345
Atlanta Financial Associates
Georgia
$3.2M +$3.2M +30,991 New
GC
346
Gratus Capital
Georgia
$3.2M +$3.2M +30,907 New
TCM
347
Tuttle Capital Management
Connecticut
$3.18M +$3.18M +30,764 New
ABC
348
Associated Banc-Corp
Wisconsin
$3.17M +$861K +8,326 +37%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$3.16M -$2.23M -21,594 -41%
NG
350
Northstar Group
New York
$3.15M -$297K -2,870 -9%