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Vanguard Dividend Appreciation ETF

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
401
B. Riley Wealth Management
Tennessee
$1.51M -$102K -927 -6%
TVWM
402
Tower View Wealth Management
Wisconsin
$1.5M -$6.25K -57 -0.4%
GWM
403
Geneos Wealth Management
Colorado
$1.5M -$13.7K -125 -0.9%
RCA
404
Rowland Carmichael Advisors
Arizona
$1.48M -$28.6K -261 -2%
PSUF
405
People's United Financial
Connecticut
$1.48M +$43.3K +395 +3%
SWPG
406
Strategic Wealth Partners Group
Illinois
$1.47M +$1.41M +12,878 +2,341%
SC
407
Savant Capital
Illinois
$1.47M -$1.47M -13,364 -50%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$1.46M +$44.3K +404 +3%
CCFCSB
409
Cape Cod Five Cents Savings Bank
Massachusetts
$1.46M +$7.56K +69 +0.5%
RSWM
410
Robertson Stephens Wealth Management
California
$1.45M +$673K +6,113 +87%
M
411
MOTCO
Texas
$1.44M -$346K -3,153 -19%
VR
412
Viridian RIA
Washington
$1.43M
BCP
413
Blue Chip Partners
Michigan
$1.43M +$42.7K +389 +3%
WBG
414
Wharton Business Group
Pennsylvania
$1.43M -$40K -365 -3%
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$93.2K -850 -6%
FFWA
416
FRG Family Wealth Advisors
Washington
$1.4M +$1.4M +12,740 New
DAS
417
Dynamic Advisor Solutions
Arizona
$1.39M -$333K -3,033 -19%
MC
418
Moors & Cabot
Massachusetts
$1.37M +$12.6K +115 +0.9%
FNBOMD
419
First National Bank of Mount Dora
Florida
$1.36M
BCWM
420
Bartlett & Co Wealth Management
Ohio
$1.36M +$9.03K +82 +0.7%
BC
421
Bartlett & Co
Ohio
$1.35M +$8.99K +82 +0.7%
PAS
422
Partnervest Advisory Services
California
$1.34M +$145K +1,322 +12%
AIA
423
AIMZ Investment Advisors
California
$1.34M +$21.9K +200 +2%
IWA
424
IBEX Wealth Advisors
New Jersey
$1.32M -$292K -2,660 -18%
HWMG
425
Hurlow Wealth Management Group
Indiana
$1.32M -$83.9K -738 -6%