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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 %
HFA
501
Huber Financial Advisors
Illinois
$1.24M +$30.5K +255 +3%
NA
502
Nottingham Advisors
New York
$1.24M -$60.1K -503 -5%
GC
503
Grimes & Company
Massachusetts
$1.24M +$22.2K +186 +2%
LP
504
LGL Partners
Pennsylvania
$1.24M +$3.95K +33 +0.3%
BUB
505
BBVA USA Bancshares
Texas
$1.23M +$23.8K +199 +2%
OIA
506
Optimum Investment Advisors
Illinois
$1.23M +$576K +4,815 +88%
KA
507
Klingman & Associates
New York
$1.23M -$22.4K -187 -2%
HL
508
HeadInvest LLC
Maine
$1.22M +$386K +3,230 +46%
APW
509
Acima Private Wealth
Virginia
$1.22M
RCA
510
Rowland Carmichael Advisors
Arizona
$1.21M -$140K -1,170 -10%
CS
511
Credit Suisse
Switzerland
$1.21M +$295K +2,469 +32%
AIP
512
Almanack Investment Partners
Pennsylvania
$1.21M +$194K +1,623 +19%
RGC
513
Roberts, Glore & Co
Illinois
$1.2M -$6.58K -55 -0.5%
DWT
514
Dorsey & Whitney Trust
South Dakota
$1.2M
JWM
515
JGP Wealth Management
Oregon
$1.2M +$15.8K +136 +1%
SAA
516
Southeast Asset Advisors
Georgia
$1.2M -$15.2K -127 -1%
BA
517
Bristlecone Advisors
Washington
$1.2M +$436K +3,647 +57%
LCS
518
Levin Capital Strategies
New York
$1.2M
GWCM
519
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$26.9K +225 +2%
RIA
520
RPG Investment Advisory
California
$1.18M -$3.23K -27 -0.3%
TA
521
Tiedemann Advisors
New York
$1.17M +$571K +4,771 +96%
HFA
522
Hoover Financial Advisors
Pennsylvania
$1.15M -$26.5K -222 -2%
PFP
523
Pinnacle Financial Partners
Tennessee
$1.15M +$75.2K +629 +7%
PB
524
Pinnacle Bancorp
Nebraska
$1.15M -$44.2K -370 -4%
WIA
525
Wealthstreet Investment Advisors
Texas
$1.14M