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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 %
RMAM
326
Raab & Moskowitz Asset Management
New Jersey
$4.75M -$165K -1,283 -3%
EWMCB
327
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.74M -$13.3K -103 -0.3%
WIP
328
Wellesley Investment Partners
Massachusetts
$4.73M -$251K -1,950 -5%
SSI
329
Scott & Selber Inc
Texas
$4.7M +$375K +2,911 +9%
JWBC
330
J.W. Burns & Co
New York
$4.67M +$17.5K +136 +0.4%
HH
331
Hilltop Holdings
Texas
$4.64M +$2.86M +22,210 +160%
KPWS
332
Kestra Private Wealth Services
Texas
$4.62M +$4.62M +35,924 New
CTC
333
Central Trust Company
Missouri
$4.57M +$63.5K +494 +1%
SL
334
Stevard LLC
Illinois
$4.56M -$120K -933 -3%
SPC
335
Sigma Planning Corp
Michigan
$4.53M +$321K +2,491 +8%
LFAS
336
Level Four Advisory Services
Texas
$4.53M -$356K -2,771 -7%
SMG
337
Smart Money Group
Texas
$4.53M -$1.54M -11,980 -25%
HT
338
Heritage Trust
Oklahoma
$4.52M -$30.5K -237 -0.7%
NSIM
339
North Star Investment Management
Illinois
$4.51M +$221K +1,715 +5%
CFGS
340
Concourse Financial Group Securities
Alabama
$4.51M +$11.6K +90 +0.3%
BF
341
BOK Financial
Oklahoma
$4.49M -$111K -865 -2%
EWA
342
EP Wealth Advisors
California
$4.49M +$237K +1,839 +6%
BWM
343
BNC Wealth Management
Oregon
$4.49M +$4.49M +34,885 New
WTC
344
WhitTier Trust Company
Nevada
$4.48M -$28.1K -218 -0.6%
HPC
345
HM Payson & Co
Maine
$4.46M -$455K -3,534 -9%
FP
346
Financial Perspectives
Minnesota
$4.42M +$710K +5,521 +19%
FWIA
347
Fort Washington Investment Advisors
Ohio
$4.41M +$291K +2,262 +7%
TFCP
348
Twin Focus Capital Partners
Massachusetts
$4.41M -$45.5K -354 -1%
WB
349
Webster Bank
Connecticut
$4.4M -$1.23M -9,590 -22%
HCM
350
Hollencrest Capital Management
California
$4.37M +$21.4K +166 +0.5%