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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$95.4M +$12.4M +103,414 +15%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$94.5M -$4.63M -38,753 -5%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$94.5M +$3.14M +26,243 +3%
S
29
SignatureFD
Georgia
$94.2M +$4.69M +39,229 +5%
AI
30
Atria Investments
North Carolina
$84.5M +$8.58M +71,762 +11%
BTS
31
BB&T Securities
Virginia
$76.7M +$23.1M +192,874 +43%
Brown Advisory
32
Brown Advisory
Maryland
$75.3M -$2.97M -24,823 -4%
Goldman Sachs
33
Goldman Sachs
New York
$72.4M +$5.72M +47,802 +9%
JIC
34
Joel Isaacson & Co
New York
$72.1M +$4.69M +39,191 +7%
MML Investors Services
35
MML Investors Services
Massachusetts
$69.5M -$8.82M -73,780 -11%
BMM
36
Berkshire Money Management
Massachusetts
$69M +$168K +1,407 +0.2%
LNC
37
Lincoln National Corp
Pennsylvania
$65.6M +$420K +3,514 +0.6%
AG
38
Advisor Group
Arizona
$62.7M +$2.25M +18,841 +4%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$62.5M -$1.33M -11,135 -2%
Stifel Financial
40
Stifel Financial
Missouri
$61M +$11.3M +94,573 +23%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$60.8M +$2.66M +22,219 +5%
CL
42
Cabana LLC
Arkansas
$57.6M +$55.4M +463,174 +2,517%
Mariner
43
Mariner
Kansas
$55.9M +$3.36M +28,100 +6%
AL
44
Aspiriant LLC
California
$54.1M +$737K +6,160 +1%
PCMC
45
Paragon Capital Management (Colorado)
Colorado
$51.9M +$103K +863 +0.2%
CMO
46
Covenant Multifamily Offices
Texas
$51.7M +$7.54M +63,062 +17%
SFSG
47
Stearns Financial Services Group
North Carolina
$49.4M +$641K +5,357 +1%
PI
48
PFS Investments
Georgia
$48.5M -$722K -6,037 -1%
FIA
49
Foundations Investment Advisors
Arizona
$46.5M +$3.19M +27,284 +7%
PAG
50
Private Advisor Group
New Jersey
$45.6M +$3.99M +33,301 +10%