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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 %
GRP
351
Global Retirement Partners
California
$3.08M +$132K +1,277 +4%
FHC
352
First Heartland Consultants
Missouri
$3.07M -$1.36M -13,133 -31%
MHS
353
M Holdings Securities
Oregon
$3.01M +$1.2M +11,582 +66%
V
354
Veritable
Delaware
$2.99M +$1.98M +19,124 +194%
CAGAS
355
Capital Advisory Group Advisory Services
Minnesota
$2.95M -$1.11M -10,786 -27%
SW
356
StrongBox Wealth
Missouri
$2.95M +$2.95M +28,538 New
SS
357
Simplicity Solutions
Minnesota
$2.93M -$668K -6,464 -19%
FEG
358
Fund Evaluation Group
Ohio
$2.93M
MWA
359
Moser Wealth Advisors
Washington
$2.91M +$71.3K +690 +3%
NSIM
360
North Star Investment Management
Illinois
$2.89M +$631K +6,101 +28%
C1AG
361
Client 1st Advisory Group
Florida
$2.88M +$1.31M +12,703 +84%
WFA
362
Wade Financial Advisory
California
$2.86M +$1.49M +14,390 +108%
FP
363
Financial Perspectives
Minnesota
$2.83M +$650K +6,283 +30%
Prudential Financial
364
Prudential Financial
New Jersey
$2.79M +$2.79M +26,989 New
FTI
365
Fiduciary Trust International
Massachusetts
$2.78M
TCOV
366
Trust Company of Vermont
Vermont
$2.78M -$68.2K -660 -2%
Natixis Advisors
367
Natixis Advisors
Massachusetts
$2.77M -$275K -2,663 -9%
H
368
HoyleCohen
California
$2.76M +$220K +2,127 +9%
MPW
369
MA Private Wealth
California
$2.75M -$350K -3,383 -11%
EWM
370
Elmwood Wealth Management
California
$2.75M +$873K +8,640 +47%
DE
371
Day & Ennis
Georgia
$2.74M +$20.2K +195 +0.7%
Bessemer Group
372
Bessemer Group
New Jersey
$2.74M
PAMG
373
Patton Albertson Miller Group
Tennessee
$2.7M -$136K -1,320 -5%
AIFAIM
374
American Institute for Advanced Investment Management
Arizona
$2.68M +$28.1K +272 +1%
CIA
375
Choate Investment Advisors
Massachusetts
$2.66M +$875K +8,464 +49%