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Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
501
RFG Advisory
Alabama
$1.49M +$313K +3,024 +27%
IFG
502
Investors Financial Group
Minnesota
$1.49M +$108K +1,046 +8%
JFG
503
JMG Financial Group
Illinois
$1.49M -$61K -590 -4%
PBF
504
Petix & Botte Financial
California
$1.48M +$414 +4 +0%
NWP
505
Northstar Wealth Partners
Connecticut
$1.46M +$23K +223 +2%
B
506
Bridgeworth
Alabama
$1.44M -$26.4K -255 -2%
RCA
507
Ranch Capital Advisors
Florida
$1.43M +$73.6K +712 +5%
PAS
508
Partnervest Advisory Services
California
$1.43M +$197K +1,908 +16%
KIA
509
KCM Investment Advisors
California
$1.42M -$17.2K -166 -1%
HFS
510
HBC Financial Services
Washington
$1.42M +$4.47K +45 +0.3%
AWM
511
Avior Wealth Management
Nebraska
$1.41M -$25.6K -248 -2%
Jane Street
512
Jane Street
New York
$1.38M +$1.09M +10,514 +368%
TNB
513
TCF National Bank
South Dakota
$1.38M +$525K +5,075 +61%
MLFP
514
MPS Loria Financial Planners
Illinois
$1.38M -$102K -989 -7%
AIP
515
Ahrens Investment Partners
Louisiana
$1.38M +$1.38M +13,305 New
FNT
516
First National Trust
Pennsylvania
$1.38M -$47.5K -459 -3%
LRPA
517
L. Roy Papp & Associates
Arizona
$1.38M -$36K -348 -3%
RMCM
518
Reynders McVeigh Capital Management
Massachusetts
$1.37M -$235K -2,274 -15%
FT
519
Fiduciary Trust
Massachusetts
$1.36M +$267K +2,580 +25%
CAN
520
Claraphi Advisory Network
United States
$1.35M +$1.12M +10,787 +472%
CMBA
521
C.M. Bidwell & Associates
Hawaii
$1.35M +$1.35M +13,015 New
CPIA
522
Cornell Pochily Investment Advisors
New York
$1.33M +$96.5K +934 +8%
Comerica Bank
523
Comerica Bank
Texas
$1.32M +$823K +7,321 +164%
JWM
524
JGP Wealth Management
Oregon
$1.31M +$145K +1,300 +12%
BCP
525
Blue Chip Partners
Michigan
$1.31M +$123K +1,188 +10%