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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
S
26
SignatureFD
Georgia
$106M +$8.01M +64,221 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$104M +$5.26M +42,164 +5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$91.2M +$102K +894 +0.1%
Goldman Sachs
29
Goldman Sachs
New York
$88M +$12.6M +100,815 +17%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$83.3M -$15.2M -122,132 -15%
Brown Advisory
31
Brown Advisory
Maryland
$83.2M +$4.75M +38,122 +6%
BMM
32
Berkshire Money Management
Massachusetts
$80.3M +$8.43M +67,588 +12%
JIC
33
Joel Isaacson & Co
New York
$79.7M +$4.53M +36,373 +6%
JFA
34
Johanson Financial Advisors
California
$72.4M +$71.9M +8,958,677 +12,954%
LNC
35
Lincoln National Corp
Pennsylvania
$72.3M +$3.98M +31,954 +6%
MML Investors Services
36
MML Investors Services
Massachusetts
$71.9M -$473K -3,794 -0.7%
Stifel Financial
37
Stifel Financial
Missouri
$69M +$5.45M +43,792 +9%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$67M +$3.21M +25,630 +5%
AI
39
Atria Investments
North Carolina
$66.7M -$21.3M -170,973 -24%
GT
40
Glenmede Trust
Pennsylvania
$66.1M +$1.01M +8,063 +2%
SFO
41
Stokes Family Office
Louisiana
$65M +$65M +520,044 New
AG
42
Advisor Group
Arizona
$64.8M -$532K -4,267 -0.8%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$63.7M -$1.5M -12,018 -2%
TF
44
Trek Financial
Arizona
$59.3M -$75.4M -605,123 -56%
AL
45
Aspiriant LLC
California
$57.6M +$1.28M +10,302 +2%
Mariner
46
Mariner
Kansas
$57.5M -$735K -5,894 -1%
CMO
47
Covenant Multifamily Offices
Texas
$55.4M +$1.45M +11,593 +3%
PCMC
48
Paragon Capital Management (Colorado)
Colorado
$53.4M -$641K -5,138 -1%
SFSG
49
Stearns Financial Services Group
North Carolina
$51.8M +$365K +2,927 +0.7%
PI
50
PFS Investments
Georgia
$49.8M -$752K -6,033 -1%