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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 %
BCA
426
Berman Capital Advisors
Georgia
$2.63M +$10.1K +86 +0.4%
SQA
427
Simon Quick Advisors
New Jersey
$2.62M +$899K +7,672 +52%
KPW
428
Kore Private Wealth
New York
$2.61M -$218K -1,862 -8%
FWM
429
Fairhaven Wealth Management
Illinois
$2.6M +$64K +546 +3%
DWA
430
Dorsey Wright & Associates
California
$2.6M -$83.1K -709 -3%
EHPM
431
Emery Howard Portfolio Management
California
$2.59M +$6.21K +53 +0.2%
FEG
432
Financial Enhancement Group
Indiana
$2.58M -$6.08M -51,888 -70%
I
433
IberiaBank
Louisiana
$2.58M +$238K +2,029 +10%
SSWM
434
Sheets Smith Wealth Management
North Carolina
$2.54M +$259K +2,214 +11%
PPSG
435
Princeton Portfolio Strategies Group
New Jersey
$2.54M +$793K +6,763 +45%
BCWM
436
Bartlett & Co Wealth Management
Ohio
$2.53M -$109K -923 -4%
LAM
437
LifePro Asset Management
California
$2.53M +$2.53M +21,567 New
BC
438
Bartlett & Co
Ohio
$2.52M -$108K -923 -4%
AAP
439
Arax Advisory Partners
Colorado
$2.51M -$104K -889 -4%
NWP
440
Northstar Wealth Partners
Connecticut
$2.51M +$857K +7,315 +52%
PJB
441
Paul John Balson
California
$2.47M -$74.8K -638 -3%
GIM
442
Goelzer Investment Management
Indiana
$2.47M +$122K +1,037 +5%
MC
443
Moors & Cabot
Massachusetts
$2.47M +$132K +1,127 +6%
CIA
444
Choate Investment Advisors
Massachusetts
$2.46M -$556K -4,749 -18%
DA
445
Detalus Advisors
Missouri
$2.44M +$238K +2,030 +11%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.42M +$297K +2,534 +14%
HWMG
447
Hurlow Wealth Management Group
Indiana
$2.42M +$1.04M +8,766 +75%
RIG
448
Roosevelt Investment Group
New York
$2.4M +$1.09M +9,279 +83%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$2.4M +$18.4K +157 +0.8%
IAN
450
Integrated Advisors Network
Texas
$2.39M +$338K +2,882 +16%