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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 %
Fiera Capital (Canada)
526
Fiera Capital (Canada)
Quebec, Canada
$1.31M +$7.24K +70 +0.6%
MSA
527
Marino Stram & Associates
Massachusetts
$1.29M +$1.29M +12,506 New
AIP
528
Almanack Investment Partners
Pennsylvania
$1.29M -$46.7K -452 -3%
CWS
529
Cypress Wealth Services
California
$1.29M +$174K +1,687 +16%
HWMG
530
Hurlow Wealth Management Group
Indiana
$1.29M +$663 +6 +0.1%
IF
531
IRON Financial
Illinois
$1.28M -$4.65K -45 -0.4%
BCA
532
Bay Colony Advisors
Massachusetts
$1.28M +$40K +387 +3%
BB
533
Busey Bank
Illinois
$1.28M -$140K -1,356 -10%
WFM
534
Wolff Financial Management
Michigan
$1.28M +$306K +2,957 +31%
HFA
535
Hoover Financial Advisors
Pennsylvania
$1.28M -$16.7K -162 -1%
WJWM
536
Williams Jones Wealth Management
New York
$1.28M +$127K +1,231 +11%
TVWM
537
Tower View Wealth Management
Wisconsin
$1.28M -$50.6K -489 -4%
CNB
538
Camden National Bank
Maine
$1.27M +$270K +2,611 +27%
VV
539
Verity & Verity
South Carolina
$1.26M +$103 +1 +0%
RFC
540
Regions Financial Corp
Alabama
$1.26M +$43.2K +418 +4%
PHS
541
Pekin Hardy Strauss
Illinois
$1.26M
FNBT
542
FineMark National Bank & Trust
Florida
$1.25M +$43.9K +425 +4%
SIC
543
Salem Investment Counselors
North Carolina
$1.25M
LSAG
544
Lake Street Advisors Group
New Hampshire
$1.25M
TA
545
Tiedemann Advisors
New York
$1.24M +$99.2K +960 +9%
LA
546
LexAurum Advisors
Kansas
$1.24M -$44.9K -434 -3%
JCM
547
Jag Capital Management
Missouri
$1.24M +$54.8K +530 +5%
AWA
548
ARQ Wealth Advisors
Arizona
$1.24M +$1.24M +12,007 New
SA
549
SRH Advisors
Kansas
$1.23M
CG
550
Caprock Group
Idaho
$1.23M -$4.86K -47 -0.4%