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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 %
ACA
701
Atlas Capital Advisors
Wyoming
$741K -$83.4K -669 -10%
CCP
702
Corient Capital Partners
California
$741K
GLR
703
Great Lakes Retirement
Ohio
$739K +$739K +5,946 New
TIA
704
Traphagen Investment Advisors
New Jersey
$736K -$1.25K -10 -0.2%
PWM
705
Perigon Wealth Management
California
$735K +$157K +1,256 +27%
RWM
706
Ritholtz Wealth Management
New York
$732K -$16.5K -132 -2%
ACM
707
Alpha Capital Management
Texas
$729K -$9.47K -76 -1%
NAMP
708
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$727K +$182K +1,458 +33%
GG
709
Gofen & Glossberg
Illinois
$726K +$111K +888 +18%
IAP
710
Indie Asset Partners
Indiana
$726K +$726K +5,827 New
CAMG
711
CWA Asset Management Group
Florida
$722K +$11.8K +95 +2%
MSAM
712
Moloney Securities Asset Management
Missouri
$721K +$21.1K +169 +3%
MWM
713
Meridian Wealth Management
Kentucky
$719K +$53.3K +428 +8%
CFD
714
Creative Financial Designs
Indiana
$713K -$61.2K -488 -8%
FPFS
715
First Personal Financial Services
North Carolina
$711K -$18.7K -150 -3%
TL
716
TrueWealth LLC
Georgia
$706K -$61.8K -496 -8%
MCP
717
Mirador Capital Partners
California
$704K +$319K +2,555 +83%
LCC
718
Lincoln Capital Corp
Rhode Island
$700K +$125 +1 +0%
HCM
719
HMS Capital Management
Tennessee
$697K -$4.1M -32,898 -85%
WB
720
West Bancorporation
Iowa
$695K +$695K +5,575 New
RM
721
Resource Management
Louisiana
$693K +$997 +8 +0.1%
BWP
722
Baldwin Wealth Partners
Massachusetts
$686K
LRIA
723
Leonard Rickey Investment Advisors
Washington
$683K +$125 +1 +0%
FG
724
Fiduciary Group
Georgia
$680K -$997 -8 -0.1%
Kovitz Investment Group Partners
725
Kovitz Investment Group Partners
Illinois
$678K +$678K +5,438 New