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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 %
ACS
376
Archford Capital Strategies
Illinois
$3.55M +$2.91M +24,831 +454%
AFA
377
Atlanta Financial Associates
Georgia
$3.54M -$91.5K -781 -3%
AF
378
Advisornet Financial
Minnesota
$3.54M -$255K -2,180 -7%
NG
379
Northstar Group
New York
$3.53M -$40.5K -346 -1%
MMA
380
Miracle Mile Advisors
California
$3.44M +$3.02M +25,798 +719%
SBSB
381
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.43M -$1.52M -12,987 -31%
Natixis Advisors
382
Natixis Advisors
Massachusetts
$3.41M +$266K +2,267 +8%
FP
383
Financial Perspectives
Minnesota
$3.38M +$168K +1,435 +5%
SIAS
384
Shine Investment Advisory Services
Colorado
$3.38M -$967K -8,248 -22%
NWS
385
Newport Wealth Strategies
California
$3.33M -$1.02M -8,700 -23%
MWA
386
Moser Wealth Advisors
Washington
$3.31M +$17.9K +153 +0.5%
AIC
387
Archer Investment Corporation
Indiana
$3.27M +$283K +2,414 +9%
DE
388
Day & Ennis
Georgia
$3.26M +$151K +1,291 +5%
SG
389
StoneX Group
New York
$3.24M +$397K +3,368 +14%
FHC
390
First Heartland Consultants
Missouri
$3.23M -$256K -2,182 -7%
MBT
391
Montecito Bank & Trust
California
$3.22M +$1.31M +11,166 +68%
ABC
392
Associated Banc-Corp
Wisconsin
$3.2M -$388K -3,314 -11%
AIA
393
Angeles Investment Advisors
California
$3.19M +$510K +4,353 +19%
LWAC
394
Laurel Wealth Advisors (California)
California
$3.19M +$355K +3,027 +13%
FTI
395
Fiduciary Trust International
Massachusetts
$3.15M
H
396
HoyleCohen
California
$3.11M -$14.8K -126 -0.5%
TCOV
397
Trust Company of Vermont
Vermont
$3.1M -$45.1K -385 -1%
Bessemer Group
398
Bessemer Group
New Jersey
$3.09M -$15.7K -134 -0.5%
AIFAIM
399
American Institute for Advanced Investment Management
Arizona
$3.04M -$469 -4 -0%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$3.02M +$2.97M +25,322 +5,742%