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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
351
Angeles Investment Advisors
California
$2.74M +$149K +1,250 +6%
JPG
352
Jordan Park Group
California
$2.74M +$2.39K +20 +0.1%
BFO
353
Boston Family Office
Massachusetts
$2.66M -$6.82K -57 -0.3%
EHPM
354
Emery Howard Portfolio Management
California
$2.64M +$5.62K +47 +0.2%
AT
355
Arden Trust
Delaware
$2.63M -$413K -3,451 -14%
HT
356
Heritage Trust
Oklahoma
$2.63M +$433K +3,618 +20%
BCWM
357
Bartlett & Co Wealth Management
Ohio
$2.61M +$1.11M +9,275 +74%
BC
358
Bartlett & Co
Ohio
$2.61M +$1.11M +9,275 +74%
TFO
359
Tarbox Family Office
California
$2.6M -$25.2K -211 -1%
FAIM
360
Financial Advocates Investment Management
Washington
$2.59M +$288K +2,411 +13%
SS
361
Simplicity Solutions
Minnesota
$2.57M +$1.13M +9,487 +79%
IA
362
IFG Advisory
Georgia
$2.57M -$190K -1,592 -7%
PPP
363
Private Portfolio Partners
New Jersey
$2.55M +$51.5K +431 +2%
BCM
364
Barometer Capital Management
Ontario, Canada
$2.54M +$2.54M +21,200 New
SG
365
StoneX Group
New York
$2.5M +$176K +1,471 +8%
Bessemer Group
366
Bessemer Group
New Jersey
$2.48M -$227K -1,896 -8%
GIM
367
Goelzer Investment Management
Indiana
$2.45M -$144K -1,201 -6%
HH
368
Hilltop Holdings
Texas
$2.42M -$1.43M -11,989 -37%
RWMH
369
Riverpoint Wealth Management Holdings
Illinois
$2.4M +$8.97K +75 +0.4%
MOS
370
MGO One Seven
Ohio
$2.39M -$42.2K -353 -2%
PPA
371
Parametric Portfolio Associates
Washington
$2.39M -$370K -3,092 -13%
VWA
372
V Wealth Advisors
Kansas
$2.38M +$687K +5,742 +40%
BCA
373
Berman Capital Advisors
Georgia
$2.38M +$10.2K +85 +0.4%
DSC
374
Duncker Streett & Co
Missouri
$2.37M +$9.21K +77 +0.4%
VHAM
375
Van Hulzen Asset Management
California
$2.35M +$23.9K +200 +1%