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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
351
North Star Investment Management
Illinois
$3.91M +$630K +5,375 +19%
AWM
352
Apollon Wealth Management
South Carolina
$3.89M +$3.57M +30,456 +1,100%
KL
353
KWMG LLC
Kansas
$3.89M -$259K -2,214 -6%
EWA
354
EP Wealth Advisors
California
$3.87M -$283K -2,418 -7%
CAC
355
Certified Advisory Corp
Florida
$3.86M +$2.57M +21,939 +200%
TGAM
356
TBH Global Asset Management
Tennessee
$3.85M +$3.44M +29,355 +832%
SPC
357
Sigma Planning Corp
Michigan
$3.84M -$4.4M -37,579 -53%
GA
358
Greytown Advisors
Florida
$3.83M +$3.14M +26,634 +454%
HWM
359
Howard Wealth Management
Connecticut
$3.82M -$38.1K -325 -1%
BFM
360
Boston Financial Management
Massachusetts
$3.8M -$29.3K -250 -0.8%
FCFS
361
First Command Financial Services
Texas
$3.78M +$2.8M +23,919 +287%
FCB
362
First Command Bank
Texas
$3.78M +$2.8M +23,919 +287%
FWIA
363
Fort Washington Investment Advisors
Ohio
$3.75M +$1.21M +10,365 +48%
OIA
364
OneDigital Investment Advisors
Kansas
$3.74M -$11.3K -94 -0.3%
BRG
365
Bay Rivers Group
Virginia
$3.71M +$37.4K +319 +1%
AIC
366
Ameritas Investment Company
Nebraska
$3.69M -$3M -25,603 -45%
EWM
367
Evercore Wealth Management
New York
$3.67M -$1.48M -12,590 -29%
BPA
368
Beacon Pointe Advisors
California
$3.66M -$420K -3,585 -10%
JWM
369
JGP Wealth Management
Oregon
$3.66M +$2.26M +18,979 +161%
CAGAS
370
Capital Advisory Group Advisory Services
Minnesota
$3.66M +$308K +2,629 +9%
SCA
371
STALEY CAPITAL ADVISERS
Pennsylvania
$3.61M +$1.17M +10,010 +48%
MOS
372
MGO One Seven
Ohio
$3.59M -$99.7K -851 -3%
GRP
373
Global Retirement Partners
California
$3.59M +$94.1K +803 +3%
NL
374
NWAM LLC
Washington
$3.57M +$499K +4,261 +16%
SW
375
SkyOak Wealth
Michigan
$3.57M +$2.8M +23,906 +365%