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Vanguard Dividend Appreciation ETF

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
551
Avior Wealth Management
Nebraska
$1.88M +$32.7K +254 +2%
RWM
552
Ritholtz Wealth Management
New York
$1.87M +$1.21M +9,440 +185%
NIA
553
Northstar Investment Advisors
Colorado
$1.87M -$149K -1,155 -7%
VHAM
554
Van Hulzen Asset Management
California
$1.86M -$169K -1,316 -8%
PBF
555
Petix & Botte Financial
California
$1.86M -$2.19M -17,012 -54%
SC
556
Sepio Capital
Utah
$1.85M
CCM
557
Canal Capital Management
Virginia
$1.83M +$1.83M +14,253 New
PSUF
558
People's United Financial
Connecticut
$1.82M -$210K -1,634 -10%
FNBT
559
FineMark National Bank & Trust
Florida
$1.82M +$235K +1,825 +15%
MGIA
560
Matthew Goff Investment Advisor
Texas
$1.81M -$264K -2,048 -13%
ONST
561
Old North State Trust
North Carolina
$1.81M -$135K -1,053 -7%
PHS
562
Pekin Hardy Strauss
Illinois
$1.8M +$248K +1,925 +16%
TP
563
Tranquility Partners
Tennessee
$1.8M -$31K -241 -2%
KJWM
564
Kiley Juergens Wealth Management
Washington
$1.78M +$461K +3,581 +35%
CNB
565
Camden National Bank
Maine
$1.78M +$257K +1,997 +17%
JIC
566
Johnson Investment Counsel
Ohio
$1.77M -$120K -926 -6%
WOSD
567
WFA of San Diego
California
$1.77M +$353K +2,744 +25%
CHA
568
Carmichael Hill & Associates
Maryland
$1.77M -$66.3K -515 -4%
TPA
569
Trivium Point Advisory
Connecticut
$1.75M +$548K +4,261 +46%
LRPA
570
L. Roy Papp & Associates
Arizona
$1.74M +$73.6K +572 +4%
LIA
571
LBMC Investment Advisors
Tennessee
$1.73M +$1.44M +11,223 +503%
RFC
572
Regions Financial Corp
Alabama
$1.73M +$74K +575 +4%
CPIA
573
Cornell Pochily Investment Advisors
New York
$1.7M +$22.9K +178 +1%
FNT
574
First National Trust
Pennsylvania
$1.68M -$39K -303 -2%
9WM
575
9258 Wealth Management
Ohio
$1.68M -$206K -1,640 -11%