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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 %
SA
426
SRH Advisors
Kansas
$1.31M -$2.74K -25 -0.2%
KIA
427
KCM Investment Advisors
California
$1.3M +$69.6K +635 +6%
WJA
428
Williams Jones & Associates
New York
$1.28M +$132K +1,200 +11%
FNBT
429
FineMark National Bank & Trust
Florida
$1.28M +$143K +1,304 +13%
KLI
430
Kelman-Lazarov Inc
Tennessee
$1.26M -$143K -1,304 -10%
JCM
431
Jag Capital Management
Missouri
$1.26M +$89.1K +813 +8%
AWM
432
Alterna Wealth Management
Texas
$1.24M +$547K +4,992 +79%
CG
433
Caprock Group
Idaho
$1.24M +$172K +1,559 +16%
LA
434
LexAurum Advisors
Kansas
$1.23M -$37.7K -344 -3%
EWA
435
Exencial Wealth Advisors
Oklahoma
$1.23M +$17.5K +160 +1%
CPIA
436
Cornell Pochily Investment Advisors
New York
$1.23M -$142K -1,297 -10%
CHA
437
Cooper/Haims Advisors
New York
$1.23M
ASN
438
Advisory Services Network
Georgia
$1.21M +$6.58K +60 +0.5%
DDC
439
DF Dent & Co
Maryland
$1.21M +$79.5K +725 +7%
WCM
440
Windham Capital Management
Massachusetts
$1.21M +$1.21M +11,000 New
LWS
441
Lucia Wealth Services
California
$1.21M +$1.04M +9,510 +644%
CWAG
442
Compton Wealth Advisory Group
Virginia
$1.2M +$29.1K +265 +2%
IWC
443
Integrated Wealth Concepts
Massachusetts
$1.2M +$248K +2,264 +26%
PP
444
Patten & Patten
Tennessee
$1.19M +$361K +3,295 +44%
NSIM
445
North Star Investment Management
Illinois
$1.18M +$283K +2,584 +32%
WAG
446
Winthrop Advisory Group
Massachusetts
$1.18M -$84.4K -765 -7%
BUB
447
BBVA USA Bancshares
Texas
$1.18M -$16.7K -152 -1%
FCI
448
Financial Counselors Inc
Kansas
$1.18M +$5.48K +50 +0.5%
NA
449
Nottingham Advisors
New York
$1.17M +$27.8K +254 +2%
PMFA
450
Plante Moran Financial Advisors
Michigan
$1.16M