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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 %
CPC
701
Consolidated Planning Corp
Georgia
$682K
WDL
702
Well Done LLC
Michigan
$680K
WB
703
WesBanco Bank
West Virginia
$680K +$13.6K +132 +2%
SW
704
SkyOak Wealth
Michigan
$678K -$50.6K -489 -7%
VDI
705
Vaughan David Investments
Illinois
$676K +$9.41K +91 +1%
WMG
706
WESCAP Management Group
California
$668K -$76.1K -737 -10%
KA
707
Klingman & Associates
New York
$668K +$21.1K +204 +3%
TL
708
TrueWealth LLC
Georgia
$664K +$78.1K +755 +13%
GAM
709
Gould Asset Management
California
$663K -$54.8K -530 -8%
LFA
710
Lighthouse Financial Advisors
Maryland
$663K -$33.2K -321 -5%
22CM
711
20/20 Capital Management
California
$663K +$269K +2,396 +68%
PWM
712
Perigon Wealth Management
California
$660K +$4.57K +41 +0.7%
GIA
713
Gladstone Institutional Advisory
Florida
$659K +$255K +2,464 +63%
MIAS
714
Mason Investment Advisory Services
Virginia
$659K -$114K -1,103 -15%
CFIA
715
Cantor Fitzgerald Investment Advisors
New York
$650K
AFP
716
Ausdal Financial Partners
Iowa
$646K -$879K -7,835 -58%
RZH
717
Relyea Zuckerberg Hanson
Connecticut
$646K +$414 +4 +0.1%
VCA
718
Verdence Capital Advisors
Maryland
$646K +$137K +1,323 +27%
MFW
719
Mosaic Family Wealth
Missouri
$645K +$1.86K +18 +0.3%
SWP
720
Summit Wealth Partners
Florida
$643K +$517 +5 +0.1%
PCMC
721
Private Capital Management (Colorado)
Colorado
$642K -$25.7K -248 -4%
TCA
722
Transcend Capital Advisors
New Jersey
$638K +$21.8K +211 +4%
HCM
723
HMS Capital Management
Tennessee
$636K +$57.9K +560 +10%
RC
724
RegentAtlantic Capital
New Jersey
$635K -$28K -271 -4%
GKWIM
725
Gerber Kawasaki Wealth & Investment Management
California
$635K +$103K +993 +19%