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Vanguard Dividend Appreciation ETF

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
551
Parsons Capital Management
Rhode Island
$765K +$24.9K +227 +3%
PCP
552
Proficio Capital Partners
Massachusetts
$759K -$427K -3,895 -36%
LPIC
553
LeJeune Puetz Investment Counsel
Michigan
$757K
WWM
554
Windsor Wealth Management
Indiana
$752K +$49.2K +449 +7%
MWM
555
Meridian Wealth Management
Kentucky
$748K +$2.19K +20 +0.3%
MLL
556
Moody Lynn & Lieberson
Massachusetts
$744K -$5.81K -53 -0.8%
PCMC
557
Private Capital Management (Colorado)
Colorado
$738K
FI
558
FormulaFolio Investments
Michigan
$737K -$199K -1,816 -21%
SC
559
Stratford Consulting
Texas
$737K
AWM
560
Altavista Wealth Management
North Carolina
$736K +$40.1K +366 +6%
WDL
561
Well Done LLC
Michigan
$731K +$15.9K +145 +2%
VF
562
Virtu Financial
New York
$726K +$726K +6,626 New
KPCM
563
Kings Point Capital Management
New York
$711K +$711K +6,487 New
HL
564
HeadInvest LLC
Maine
$709K -$619K -5,644 -47%
NWM
565
Northwest Wealth Management
Iowa
$708K
PCA
566
Personal Capital Advisors
California
$703K -$7.13K -65 -1%
ACM
567
Alpha Capital Management
Texas
$701K -$7.78K -71 -1%
FPFS
568
First Personal Financial Services
North Carolina
$699K -$13.8K -126 -2%
MFW
569
Mosaic Family Wealth
Missouri
$691K
BW
570
Bison Wealth
Georgia
$691K +$46.7K +426 +7%
CFIA
571
Cantor Fitzgerald Investment Advisors
New York
$690K
AF
572
Advisornet Financial
Minnesota
$689K +$25.8K +235 +4%
F
573
F3Logic
Minnesota
$686K -$5.14K -47 -0.7%
EHC
574
Everett Harris & Co
California
$684K
BFA
575
Benedict Financial Advisors
Georgia
$680K +$38.8K +354 +6%