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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 %
C1AG
401
Client 1st Advisory Group
Florida
$2.96M -$473K -3,834 -14%
PAMG
402
Patton Albertson Miller Group
Tennessee
$2.95M -$104K -889 -3%
IA
403
IFG Advisory
Georgia
$2.95M +$91K +777 +3%
GHA
404
GW Henssler & Associates
Georgia
$2.95M +$1.88M +16,017 +175%
DAS
405
Dynamic Advisor Solutions
Arizona
$2.94M +$496K +4,234 +20%
RCA
406
Ranch Capital Advisors
Florida
$2.93M +$1.18M +9,273 +67%
IP
407
Investment Partners
Ohio
$2.91M +$2.91M +24,856 New
WCM
408
WealthBridge Capital Management
Ohio
$2.88M +$223K +1,902 +8%
CBFP
409
Cedar Brook Financial Partners
Ohio
$2.88M +$54.1K +462 +2%
SW
410
StrongBox Wealth
Missouri
$2.88M -$465K -3,966 -14%
BSW
411
Buckingham Strategic Wealth
Missouri
$2.88M +$165K +1,410 +6%
BWA
412
BDO Wealth Advisors
Florida
$2.86M -$87.1K -743 -3%
FAIM
413
Financial Advocates Investment Management
Washington
$2.86M +$242K +2,066 +9%
SC
414
Savant Capital
Illinois
$2.85M +$57.9K +494 +2%
WSFS
415
Wilmington Savings Fund Society
Delaware
$2.85M -$72K -614 -2%
SCI
416
S&CO Inc
Massachusetts
$2.84M
IFO
417
Independent Family Office
New York
$2.82M
GI
418
Glovista Investments
New Jersey
$2.8M -$117K -1,000 -4%
BFO
419
Boston Family Office
Massachusetts
$2.78M +$72.6K +620 +3%
RSWM
420
Robertson Stephens Wealth Management
California
$2.74M -$1.11M -9,419 -29%
WFA
421
Wade Financial Advisory
California
$2.73M -$513K -4,377 -16%
JPG
422
Jordan Park Group
California
$2.68M
SAM
423
Smithbridge Asset Management
Pennsylvania
$2.67M -$35.2K -300 -1%
BOH
424
Bank of Hawaii
Hawaii
$2.67M
GWM
425
Geneos Wealth Management
Colorado
$2.63M -$317K -2,765 -11%