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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 %
BOS
626
Bingham Osborn & Scarborough
California
$972K +$204K +1,971 +27%
PFP
627
Pinnacle Financial Partners
Tennessee
$960K -$46.9K -453 -5%
BFO
628
Biltmore Family Office
North Carolina
$960K
SB
629
Simmons Bank
Arkansas
$946K -$12.9K -125 -1%
GHA
630
GW Henssler & Associates
Georgia
$944K +$235K +2,275 +33%
JWCA
631
J.W. Cole Advisors
Florida
$939K -$4.16M -40,285 -82%
MA
632
MONECO Advisors
Connecticut
$932K +$157K +1,520 +20%
BOTW
633
Bank of the West
California
$927K +$632K +6,114 +215%
HFA
634
Huber Financial Advisors
Illinois
$914K -$3.52K -34 -0.4%
SMM
635
Stadion Money Management
Georgia
$903K
MI
636
Mercer Investments
Massachusetts
$901K +$85.8K +830 +11%
SCG
637
Sonata Capital Group
Washington
$897K
AWS
638
AJ Wealth Strategies
New York
$897K +$98K +948 +12%
IIC
639
Ironwood Investment Counsel
Arizona
$895K +$25.1K +243 +3%
AIA
640
Alera Investment Advisors
Illinois
$892K -$12.6K -122 -1%
AF
641
Allworth Financial
California
$891K +$650K +6,284 +269%
NCM
642
Novare Capital Management
North Carolina
$887K +$113K +1,097 +15%
ACP
643
Arcus Capital Partners
Georgia
$871K +$90.5K +875 +12%
TPA
644
Trivium Point Advisory
Connecticut
$867K +$867K +7,888 New
Toronto Dominion Bank
645
Toronto Dominion Bank
Ontario, Canada
$865K +$556K +5,358 +180%
CL
646
Choreo LLC
Illinois
$864K +$28.6K +277 +3%
TYCC
647
Texas Yale Capital Corp
Florida
$864K +$472K +4,570 +121%
SFG
648
SNS Financial Group
Minnesota
$863K +$31.7K +307 +4%
VFPI
649
Vantage Financial Partners (Illinois)
Illinois
$861K +$349K +3,375 +68%
KTA
650
Keeley-Teton Advisors
Illinois
$860K