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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
351
Trust Company of Vermont
Vermont
$3.43M +$66.4K +533 +2%
MWA
352
Moser Wealth Advisors
Washington
$3.42M +$3.42M +27,431 New
PAMG
353
Patton Albertson Miller Group
Tennessee
$3.42M -$41.9K -336 -1%
RSWM
354
Robertson Stephens Wealth Management
California
$3.38M -$4.71M -37,752 -58%
FTI
355
Fiduciary Trust International
Massachusetts
$3.35M
FAIM
356
Financial Advocates Investment Management
Washington
$3.31M +$603K +4,838 +22%
Bessemer Group
357
Bessemer Group
New Jersey
$3.3M +$718K +5,756 +28%
DE
358
Day & Ennis
Georgia
$3.28M -$25.4K -204 -0.8%
BFA
359
Beacon Financial Advisory
Ohio
$3.22M +$3.22M +25,833 New
GI
360
Glovista Investments
New Jersey
$3.21M +$29.3K +235 +0.9%
AIFAIM
361
American Institute for Advanced Investment Management
Arizona
$3.2M +$3.2M +25,663 New
OIA
362
OneDigital Investment Advisors
Kansas
$3.19M -$886K -7,103 -22%
PPSG
363
Princeton Portfolio Strategies Group
New Jersey
$3.15M +$190K +1,526 +6%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$3.14M +$269K +2,161 +9%
PFA
365
Pettinga Financial Advisors
Indiana
$3.13M -$92.1K -739 -3%
BWA
366
BDO Wealth Advisors
Florida
$3.13M -$1.19M -9,578 -28%
PPA
367
Parametric Portfolio Associates
Washington
$3.12M +$635K +5,092 +26%
LWAC
368
Laurel Wealth Advisors (California)
California
$3.11M -$1.33M -10,646 -30%
SG
369
StoneX Group
New York
$3.07M +$461K +3,701 +18%
CBFP
370
Cedar Brook Financial Partners
Ohio
$3.06M +$623 +5 +0%
H
371
HoyleCohen
California
$3.06M +$52.7K +423 +2%
SCI
372
S&CO Inc
Massachusetts
$3.03M
BOH
373
Bank of Hawaii
Hawaii
$3.01M
TC
374
Truvestments Capital
Florida
$3.01M -$68.6K -550 -2%
CA
375
Clearstead Advisors
Ohio
$3M -$45.4K -364 -1%