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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 %
HFA
601
Huber Financial Advisors
Illinois
$1.11M -$189K -1,515 -15%
BRWA
602
B. Riley Wealth Advisors
Florida
$1.1M -$24.7K -198 -2%
AIA
603
Alera Investment Advisors
Illinois
$1.09M
SMM
604
Stadion Money Management
Georgia
$1.09M
CIAS
605
Capital Investment Advisory Services
North Carolina
$1.09M +$977K +7,841 +908%
SCG
606
Sonata Capital Group
Washington
$1.08M +$43.6K +350 +4%
AWM
607
Alterna Wealth Management
Texas
$1.08M +$395K +3,169 +58%
FPGK
608
Financial Partners Group (Kansas)
Kansas
$1.06M +$3.18K +25 +0.3%
EWM
609
Empirical Wealth Management
Washington
$1.05M -$71.5K -573 -6%
CIA
610
Compass Ion Advisors
Pennsylvania
$1.05M +$1.05M +8,442 New
IIC
611
Ironwood Investment Counsel
Arizona
$1.05M -$37.4K -300 -3%
WKWM
612
Walter & Keenan Wealth Management
Indiana
$1.05M +$125 +1 +0%
RCA
613
Rowland Carmichael Advisors
Arizona
$1.04M -$222K -1,784 -18%
KTA
614
Keeley-Teton Advisors
Illinois
$1.04M -$16.4K -132 -2%
MCM
615
MAI Capital Management
Ohio
$1.04M +$497K +3,988 +92%
TNB
616
TCF National Bank
South Dakota
$1.03M +$276K +2,215 +37%
SBH
617
Segall Bryant & Hamill
Illinois
$1.02M -$13K -104 -1%
WC
618
Whitnell & Co
Illinois
$1.02M +$374 +3 +0%
CWM
619
Cranbrook Wealth Management
Michigan
$1.01M +$3.49K +28 +0.3%
SAM
620
S.A. Mason
Michigan
$1.01M +$1.01M +8,096 New
RI
621
Ridgewood Investments
New Jersey
$1.01M +$249 +2 +0%
CL
622
Choreo LLC
Illinois
$1.01M -$3.24K -26 -0.3%
ZF
623
Zhang Financial
Michigan
$1.01M +$292K +2,345 +41%
TC
624
Trust Company
Kansas
$1M
SFG
625
SNS Financial Group
Minnesota
$1M -$18.4K -148 -2%