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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 %
RT
476
Rockland Trust
Massachusetts
$1.38M -$1.75K -15 -0.1%
TAM
477
Tocqueville Asset Management
New York
$1.37M +$389K +3,250 +40%
KFGK
478
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$192K +1,602 +16%
CPIA
479
Cornell Pochily Investment Advisors
New York
$1.35M -$226K -1,890 -14%
PP
480
Patten & Patten
Tennessee
$1.35M +$239 +2 +0%
RA
481
RFG Advisory
Alabama
$1.34M +$4.9K +41 +0.4%
EWA
482
Exencial Wealth Advisors
Oklahoma
$1.34M -$718 -6 -0.1%
PFO
483
Pathstone Family Office
New Jersey
$1.34M +$130K +1,088 +11%
CG
484
Caprock Group
Idaho
$1.33M -$3.95K -33 -0.3%
PSP
485
Principal Street Partners
Tennessee
$1.33M +$6.22K +52 +0.5%
CWAG
486
Compton Wealth Advisory Group
Virginia
$1.33M +$5.14K +43 +0.4%
WCM
487
Windham Capital Management
Massachusetts
$1.32M
LRPA
488
L. Roy Papp & Associates
Arizona
$1.31M -$20.7K -173 -2%
KLI
489
Kelman-Lazarov Inc
Tennessee
$1.31M -$23.9K -200 -2%
WJWM
490
Williams Jones Wealth Management
New York
$1.3M +$1.3M +10,855 New
DDC
491
DF Dent & Co
Maryland
$1.3M -$40.8K -341 -3%
BCP
492
Blue Chip Partners
Michigan
$1.29M -$349K -2,922 -21%
BRWM
493
B. Riley Wealth Management
Tennessee
$1.28M -$38.6K -325 -3%
WAG
494
Winthrop Advisory Group
Massachusetts
$1.28M
CWS
495
Cypress Wealth Services
California
$1.28M +$24.3K +203 +2%
FT
496
Fiduciary Trust
Massachusetts
$1.26M +$327K +2,738 +35%
SCM
497
Southport Capital Management
Tennessee
$1.26M -$584K -4,886 -32%
FCI
498
Financial Counselors Inc
Kansas
$1.25M -$11.1K -93 -0.9%
SB
499
Strategic Blueprint
Georgia
$1.25M +$120K +1,000 +11%
PMFA
500
Plante Moran Financial Advisors
Michigan
$1.24M