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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 %
BCA
401
Berman Capital Advisors
Georgia
$2.51M +$31.8K +255 +1%
FWP
402
FAS Wealth Partners
Kansas
$2.51M +$79.2K +635 +3%
SFS
403
Sowell Financial Services
Arkansas
$2.51M +$884K +7,092 +54%
RWMH
404
Riverpoint Wealth Management Holdings
Illinois
$2.51M +$9.73K +78 +0.4%
VHAM
405
Van Hulzen Asset Management
California
$2.5M +$45.2K +363 +2%
DTIM
406
Danda Trouve Investment Management
Kansas
$2.5M +$2.5M +20,021 New
SCM
407
Southport Capital Management
Tennessee
$2.49M +$1.18M +9,501 +90%
SSWM
408
Sheets Smith Wealth Management
North Carolina
$2.44M +$374 +3 +0%
LA
409
Lau Associates
Delaware
$2.44M -$486K -3,897 -17%
AIM
410
Aurora Investment Managers
Florida
$2.44M +$2.44M +19,558 New
Simplex Trading
411
Simplex Trading
Illinois
$2.44M +$2.44M +19,551 New
SMC
412
Smith, Moore & Co
Missouri
$2.42M +$1.82M +14,604 +306%
JWM
413
Jackson Wealth Management
Florida
$2.41M +$41.6K +325 +2%
MOS
414
MGO One Seven
Ohio
$2.4M -$91.6K -735 -4%
BAC
415
Boys Arnold & Co
North Carolina
$2.39M +$499 +4 +0%
VWA
416
V Wealth Advisors
Kansas
$2.38M
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.36M -$87.5K -702 -4%
JIC
418
Johnson Investment Counsel
Ohio
$2.32M +$235K +1,881 +11%
EWM
419
Elmwood Wealth Management
California
$2.31M +$18.7K +150 +0.8%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$2.31M +$2.31M +18,533 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$2.3M +$32.3K +259 +1%
I
422
IberiaBank
Louisiana
$2.28M -$1.27M -10,191 -36%
IAN
423
Integrated Advisors Network
Texas
$2.26M +$2.26M +18,148 New
NNP
424
Nachman Norwood & Parrott
South Carolina
$2.26M -$938K -7,523 -29%
PA
425
Pinnacle Associates
New York
$2.24M +$41.6K +334 +2%