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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
651
NFP Retirement Inc
California
$1.12M +$1.12M +9,576 New
CIC
652
Cutler Investment Counsel
Oregon
$1.12M -$779K -6,649 -41%
SWM
653
Sugarloaf Wealth Management
Georgia
$1.12M
TPA
654
Trivium Point Advisory
Connecticut
$1.11M +$170K +1,427 +18%
GWCM
655
Godshalk Welsh Capital Management
Pennsylvania
$1.11M -$48.8K -416 -4%
AIP
656
Almanack Investment Partners
Pennsylvania
$1.11M -$363K -3,084 -25%
MCM
657
Monument Capital Management
Virginia
$1.11M +$1.11M +9,441 New
HWM
658
Hohimer Wealth Management
Washington
$1.11M +$495K +4,224 +81%
TAM
659
Townsend Asset Management
North Carolina
$1.1M -$17.9K -153 -2%
AWM
660
Atticus Wealth Management
Florida
$1.1M +$126K +1,077 +13%
BFO
661
Biltmore Family Office
North Carolina
$1.09M
WWM
662
Windsor Wealth Management
Indiana
$1.09M -$48.6K -415 -4%
TA
663
TFG Advisers
Michigan
$1.09M -$22.5K -192 -2%
KLI
664
Kelman-Lazarov Inc
Tennessee
$1.09M -$57.7K -492 -5%
HSBC Holdings
665
HSBC Holdings
United Kingdom
$1.08M +$1.08M +9,180 New
TCM
666
Tandem Capital Management
New Jersey
$1.06M +$269K +2,295 +34%
MA
667
MONECO Advisors
Connecticut
$1.06M +$820 +7 +0.1%
Jane Street
668
Jane Street
New York
$1.05M -$517K -4,416 -33%
BFIM
669
Beese Fulmer Investment Management
Ohio
$1.04M -$162K -1,385 -13%
SB
670
Simmons Bank
Arkansas
$1.04M -$35.1K -300 -3%
BCFS
671
Butensky & Cohen Financial Security
Florida
$1.03M +$540K +4,611 +110%
TA
672
Tiedemann Advisors
New York
$1.03M -$386K -3,278 -27%
MI
673
Mercer Investments
Massachusetts
$1.03M +$4.8K +41 +0.5%
SWP
674
Strategic Wealth Partners
Ohio
$1.02M -$538K -4,592 -34%
SMM
675
Stadion Money Management
Georgia
$1.02M