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Vanguard Dividend Appreciation ETF

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
676
SOL Capital Management
Maryland
$439K
EIP
677
Ellis Investment Partners
Pennsylvania
$438K -$2.76K -25 -0.6%
MWM
678
Merriman Wealth Management
Washington
$437K
MA
679
MONECO Advisors
Connecticut
$437K +$33.4K +305 +8%
LWM
680
Lyell Wealth Management
California
$437K +$437K +3,972 New
SMC
681
Smith, Moore & Co
Missouri
$435K +$35.1K +320 +9%
PG
682
Patten Group
Tennessee
$435K +$435K +3,966 New
SCA
683
Sage Capital Advisors
South Dakota
$434K +$110K +1,000 +34%
BCM
684
Boltwood Capital Management
California
$429K -$59.4K -542 -12%
MWPCG
685
Measured Wealth Private Client Group
New Hampshire
$429K +$219 +2 +0.1%
CCMG
686
Clark Capital Management Group
Pennsylvania
$427K +$38K +347 +10%
GIA
687
Gladstone Institutional Advisory
Florida
$426K -$22.7K -207 -5%
TIM
688
Tortoise Investment Management
New York
$423K
BWCS
689
Beirne Wealth Consulting Services
Connecticut
$423K +$76.3K +692 +22%
RTS
690
Round Table Services
New Jersey
$421K
NFG
691
Nations Financial Group
Iowa
$420K
VCA
692
Verdence Capital Advisors
Maryland
$417K +$11.1K +101 +3%
PFM
693
Parsec Financial Management
North Carolina
$416K +$42.4K +387 +11%
AP
694
Appleton Partners
Massachusetts
$413K -$5.53M -50,466 -93%
SGAM
695
Steinberg Global Asset Management
Florida
$413K +$14.5K +132 +4%
BAAM
696
Baker Avenue Asset Management
California
$411K -$4.64M -42,364 -92%
NL
697
NVWM LLC
Pennsylvania
$410K -$9.25K -84 -2%
BFIM
698
Beese Fulmer Investment Management
Ohio
$410K
CT
699
Cambridge Trust
Massachusetts
$410K
FNB
700
Farmers National Bank
Kentucky
$410K +$410K +3,739 New