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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 %
NWP
451
Northstar Wealth Partners
Connecticut
$1.16M +$158K +1,445 +16%
HFA
452
Hoover Financial Advisors
Pennsylvania
$1.16M +$58.2K +531 +5%
CNB
453
Camden National Bank
Maine
$1.16M +$76K +693 +7%
PPSG
454
Princeton Portfolio Strategies Group
New Jersey
$1.14M -$500K -4,557 -30%
KA
455
Klingman & Associates
New York
$1.14M +$143K +1,300 +14%
HFA
456
Huber Financial Advisors
Illinois
$1.14M -$30.4K -277 -3%
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$1.14M
MWM
458
Mascoma Wealth Management
New Hampshire
$1.13M -$74.6K -680 -6%
LP
459
LGL Partners
Pennsylvania
$1.12M +$338K +3,082 +43%
APW
460
Acima Private Wealth
Virginia
$1.12M
PB
461
Pinnacle Bancorp
Nebraska
$1.12M +$21.9K +200 +2%
RIA
462
RPG Investment Advisory
California
$1.12M -$25.8K -235 -2%
RGC
463
Roberts, Glore & Co
Illinois
$1.12M +$70.4K +642 +7%
SC
464
Sepio Capital
Utah
$1.11M -$692K -6,313 -38%
RBFC
465
Roman Butler Fullerton & Co
Missouri
$1.1M +$790K +7,206 +254%
DWT
466
Dorsey & Whitney Trust
South Dakota
$1.1M
LCS
467
Levin Capital Strategies
New York
$1.1M
GC
468
Grimes & Company
Massachusetts
$1.09M -$10.3K -94 -0.9%
MIM
469
Miller Investment Management
Pennsylvania
$1.09M +$351K +3,200 +47%
AW
470
ACG Wealth
Georgia
$1.09M +$38.2K +348 +4%
FA
471
FDx Advisors
Illinois
$1.09M +$1.09M +9,904 New
LIC
472
Lodestar Investment Counsel
Illinois
$1.06M +$340K +3,100 +47%
JWM
473
JGP Wealth Management
Oregon
$1.06M +$211K +1,927 +25%
Truist Financial
474
Truist Financial
North Carolina
$1.06M +$555K +5,062 +111%
MCM
475
Maxim Capital Management
California
$1.05M -$22.1K -202 -2%