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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.

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 %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$123M +$11.9M +101,575 +11%
ZB
27
Zions Bancorporation
Utah
$116M +$1.47M +12,568 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$116M +$12.8M +109,252 +12%
Brown Advisory
29
Brown Advisory
Maryland
$88.2M +$7.08M +60,409 +9%
JIC
30
Joel Isaacson & Co
New York
$88.2M +$10.9M +93,445 +14%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$85M +$6.82M +58,235 +9%
CG
32
Colony Group
Massachusetts
$79.8M -$28.2M -240,618 -26%
CMO
33
Covenant Multifamily Offices
Texas
$79.1M +$2.05M +17,494 +3%
MWM
34
Modera Wealth Management
New Jersey
$78.8M +$59.6M +508,897 +311%
Mariner
35
Mariner
Kansas
$76.8M +$15.8M +134,513 +26%
Stifel Financial
36
Stifel Financial
Missouri
$76.4M +$11.8M +100,484 +18%
Goldman Sachs
37
Goldman Sachs
New York
$72.2M +$3.33M +28,455 +5%
LNC
38
Lincoln National Corp
Pennsylvania
$70.5M +$3.1M +26,428 +5%
SFO
39
Stokes Family Office
Louisiana
$65.9M +$2.06M +17,542 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$65M +$2.29M +19,530 +4%
GT
41
Glenmede Trust
Pennsylvania
$64.6M +$2.47M +21,108 +4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$61.9M +$5.5M +46,658 +10%
AL
43
Aspiriant LLC
California
$58.5M -$980K -8,362 -2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$57.2M -$2.13M -18,148 -4%
PPA
45
Parametric Portfolio Associates
Washington
$52.2M +$1.5M +12,816 +3%
BMM
46
Berkshire Money Management
Massachusetts
$52.1M +$21.6M +184,297 +71%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$52M +$11.8M +99,716 +29%
PAG
48
Private Advisor Group
New Jersey
$50.6M +$2.3M +19,593 +5%
SF
49
Synovus Financial
Georgia
$50.6M -$29.2M -249,146 -37%
PCMC
50
Paragon Capital Management (Colorado)
Colorado
$50.3M +$515K +4,393 +1%