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Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
426
Van Hulzen Asset Management
California
$2.02M -$55.4K -536 -3%
SSWM
427
Sheets Smith Wealth Management
North Carolina
$2.02M -$10.3K -100 -0.5%
PFA
428
Pettinga Financial Advisors
Indiana
$2M -$597K -5,775 -23%
BAC
429
Boys Arnold & Co
North Carolina
$1.98M +$517 +5 +0%
LWS
430
Lucia Wealth Services
California
$1.95M +$226K +2,182 +13%
SDH
431
Sloy Dahl & Holst
Washington
$1.95M +$260K +2,515 +15%
DA
432
Detalus Advisors
Missouri
$1.94M +$542K +5,244 +39%
CB
433
Commerce Bank
Missouri
$1.92M +$246K +2,380 +15%
WFWM
434
Wechter Feldman Wealth Management
New Jersey
$1.91M -$7.47M -72,283 -80%
IWC
435
Integrated Wealth Concepts
Massachusetts
$1.9M +$111K +1,071 +6%
KeyBank National Association
436
KeyBank National Association
Ohio
$1.89M +$218K +2,111 +13%
RBFC
437
Roman Butler Fullerton & Co
Missouri
$1.88M +$261K +2,522 +16%
SWM
438
Segment Wealth Management
Texas
$1.88M -$4.35M -42,111 -70%
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.88M -$79.9K -773 -4%
GLA
440
Good Life Advisors
Pennsylvania
$1.86M +$172K +1,659 +10%
PA
441
Pinnacle Associates
New York
$1.86M -$827 -8 -0%
BAM
442
Berkshire Asset Management
Pennsylvania
$1.83M +$339K +3,278 +23%
FFS
443
Founders Financial Securities
Maryland
$1.83M -$5.5M -53,172 -75%
HNB
444
Huntington National Bank
Ohio
$1.82M -$1.73M
IAN
445
Integrated Advisors Network
Texas
$1.81M -$62.6K -605 -3%
APWM
446
Atlas Private Wealth Management
New York
$1.81M -$33.4K -323 -2%
TFA
447
Tobias Financial Advisors
Florida
$1.8M -$12.3K -119 -0.7%
WFA
448
Wellspring Financial Advisors
Ohio
$1.8M +$1.8M +17,419 New
9WM
449
9258 Wealth Management
Ohio
$1.78M -$262K -2,296 -13%
IWM
450
IHT Wealth Management
Illinois
$1.78M +$158K +1,525 +10%