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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 %
MWM
701
Mission Wealth Management
California
$905K +$59.7K +509 +7%
MPW
702
Monterey Private Wealth
California
$903K +$9.14K +78 +1%
CHA
703
Cooper/Haims Advisors
New York
$898K +$63.1K +539 +8%
FPGK
704
Financial Partners Group (Kansas)
Kansas
$889K -$24.5K -209 -3%
AW
705
ACG Wealth
Georgia
$883K -$56.8K -485 -6%
SFSIG
706
San Francisco Sentry Investment Group
California
$882K +$93.5K +798 +12%
GAM
707
Gould Asset Management
California
$877K +$125K +1,070 +17%
SFG
708
SNS Financial Group
Minnesota
$868K -$109K -934 -11%
NAMP
709
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$867K +$38.1K +325 +5%
CWM
710
Cranbrook Wealth Management
Michigan
$865K -$91.3K -779 -10%
EA
711
Evergreen Advisors
Tennessee
$860K +$3.98K +34 +0.5%
RI
712
Ridgewood Investments
New Jersey
$859K
CIA
713
Compass Ion Advisors
Pennsylvania
$858K -$35.6K -304 -4%
EWM
714
Empirical Wealth Management
Washington
$857K -$65.5K -559 -7%
CPA
715
Clear Perspective Advisors
Illinois
$854K
WIA
716
Wealthstreet Investment Advisors
Texas
$854K
NFG
717
Nadler Financial Group
Illinois
$851K
Comerica Bank
718
Comerica Bank
Texas
$844K -$619K -4,987 -42%
JIP
719
Jaffetilchin Investment Partners
Florida
$844K -$280K -2,387 -25%
SBH
720
Segall Bryant & Hamill
Illinois
$841K
AP
721
Americana Partners
Texas
$839K +$4.94K +42 +0.6%
HGWM
722
Horst & Graben Wealth Management
Oregon
$839K +$364K +3,101 +76%
TC
723
Trust Company
Kansas
$838K -$60.3K -514 -7%
AAM
724
Autus Asset Management
Arizona
$831K +$347K +2,961 +72%
SSB
725
Sandy Spring Bank
Maryland
$825K -$29.7K -253 -3%