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Vanguard Dividend Appreciation ETF

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
476
Caprock Group
Idaho
$946K -$103K -1,051 -10%
FI
477
FormulaFolio Investments
Michigan
$945K
AWM
478
Avior Wealth Management
Nebraska
$943K -$88.8K -907 -9%
AW
479
ACG Wealth
Georgia
$939K +$441K +4,504 +89%
AIA
480
Alera Investment Advisors
Illinois
$936K +$936K +9,554 New
RGC
481
Roberts, Glore & Co
Illinois
$934K -$83.3K -850 -8%
FPGK
482
Financial Partners Group (Kansas)
Kansas
$921K -$21.9K -224 -2%
V
483
Veritable
Delaware
$921K
EWM
484
Empirical Wealth Management
Washington
$919K -$13.2K -135 -1%
BB
485
Busey Bank
Illinois
$918K
EA
486
Evergreen Advisors
Tennessee
$911K +$911K +9,302 New
TA
487
TFG Advisers
Michigan
$911K +$911K +9,309 New
Renaissance Technologies
488
Renaissance Technologies
New York
$901K -$402K -4,100 -31%
NWP
489
Northstar Wealth Partners
Connecticut
$897K -$192K -1,957 -18%
ACS
490
Archford Capital Strategies
Illinois
$895K +$33.9K +346 +4%
CCM
491
Coe Capital Management
Illinois
$894K +$265K +2,705 +42%
KA
492
Klingman & Associates
New York
$892K +$2.64K +27 +0.3%
BA
493
Boston Advisors
Massachusetts
$891K +$51.4K +525 +6%
GWCM
494
Godshalk Welsh Capital Management
Pennsylvania
$884K
KFGK
495
Keystone Financial Group (Kentucky)
Kentucky
$882K +$225K +2,294 +34%
KP
496
Keel Point
Alabama
$875K +$5.68K +58 +0.7%
SB
497
Strategic Blueprint
Georgia
$873K +$873K +8,916 New
BRWA
498
B. Riley Wealth Advisors
Florida
$867K +$81.7K +834 +10%
CWM
499
Cranbrook Wealth Management
Michigan
$860K +$33.6K +343 +4%
AWM
500
Altium Wealth Management
New York
$860K +$240K +2,448 +39%