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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
526
Salem Investment Counselors
North Carolina
$1.51M +$3.74K +30 +0.2%
LSAG
527
Lake Street Advisors Group
New Hampshire
$1.5M -$233K -1,866 -13%
MIM
528
Miller Investment Management
Pennsylvania
$1.49M
SA
529
SRH Advisors
Kansas
$1.49M +$125 +1 +0%
PAS
530
Partnervest Advisory Services
California
$1.48M -$41.9K -336 -3%
CG
531
Caprock Group
Idaho
$1.48M +$92.4K +741 +7%
CPIA
532
Cornell Pochily Investment Advisors
New York
$1.48M +$69.7K +559 +5%
HWMG
533
Hurlow Wealth Management Group
Indiana
$1.47M -$34.5K -272 -2%
MAS
534
Madden Advisory Services
Florida
$1.47M
RFC
535
Regions Financial Corp
Alabama
$1.47M +$357K +2,863 +32%
RT
536
Rockland Trust
Massachusetts
$1.46M -$8.73K -70 -0.6%
FNBT
537
FineMark National Bank & Trust
Florida
$1.46M
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$1.45M -$146K -1,169 -9%
AIA
539
AIMZ Investment Advisors
California
$1.45M -$24.1K -193 -2%
WAG
540
Winthrop Advisory Group
Massachusetts
$1.44M +$108K +870 +8%
JCM
541
Jag Capital Management
Missouri
$1.43M -$67.4K -541 -5%
BCP
542
Blue Chip Partners
Michigan
$1.43M +$87.4K +701 +7%
SL
543
Savior LLC
Massachusetts
$1.42M +$1.42M +11,418 New
RA
544
RFG Advisory
Alabama
$1.42M +$18.7K +150 +1%
BRWM
545
B. Riley Wealth Management
Tennessee
$1.41M +$73.5K +589 +5%
VCM
546
Versant Capital Management
Arizona
$1.41M -$123K -989 -8%
EWA
547
Exencial Wealth Advisors
Oklahoma
$1.4M
PSP
548
Principal Street Partners
Tennessee
$1.4M +$6.61K +53 +0.5%
OIA
549
Optimum Investment Advisors
Illinois
$1.39M +$110K +880 +9%
WJWM
550
Williams Jones Wealth Management
New York
$1.39M +$33K +265 +2%