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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 %
FCFS
651
First Command Financial Services
Texas
$860K +$574K +5,551 +200%
FCB
652
First Command Bank
Texas
$860K +$574K +5,551 +200%
EFS
653
Essex Financial Services
Connecticut
$858K +$369K +3,572 +76%
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$857K -$345K -3,337 -29%
AWM
655
Atticus Wealth Management
Florida
$856K +$95.3K +921 +13%
MAS
656
Madden Advisory Services
Florida
$849K -$371K -3,589 -30%
First Manhattan
657
First Manhattan
New York
$846K +$179K +1,730 +27%
CWM
658
Cranbrook Wealth Management
Michigan
$843K +$2.79K +27 +0.3%
MCM
659
MAI Capital Management
Ohio
$837K -$21.7K -210 -3%
1W
660
1776 Wealth
Georgia
$837K +$415K +3,639 +98%
AW
661
ACG Wealth
Georgia
$829K -$233K -2,252 -22%
RCA
662
Rowland Carmichael Advisors
Arizona
$825K -$40.5K -392 -5%
PCM
663
Pennsylvania Capital Management
Pennsylvania
$823K +$218K +2,174 +36%
EWM
664
Empirical Wealth Management
Washington
$814K -$58.9K -570 -7%
SHGA
665
Sand Hill Global Advisors
California
$803K +$38.7K +374 +5%
GSWM
666
Golden State Wealth Management
California
$801K +$801K +7,750 New
SMG
667
Spectrum Management Group
Indiana
$795K +$17.4K +168 +2%
TC
668
Trust Company
Kansas
$792K -$40K -387 -5%
MPW
669
Monterey Private Wealth
California
$789K +$27.5K +266 +4%
CIA
670
Compass Ion Advisors
Pennsylvania
$788K -$84.5K -818 -10%
FPGK
671
Financial Partners Group (Kansas)
Kansas
$774K -$54.7K -551 -7%
RI
672
Ridgewood Investments
New Jersey
$758K -$77.7K -752 -9%
EA
673
Evergreen Advisors
Tennessee
$756K -$63.4K -613 -8%
WIA
674
Wealthstreet Investment Advisors
Texas
$754K -$51.7K -500 -6%
AWM
675
Altavista Wealth Management
North Carolina
$754K +$30.2K +292 +4%