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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
51
Capstone Financial Advisors
Illinois
$45.4M -$1.51M -12,607 -3%
PAS
52
Park Avenue Securities
New York
$45.2M +$45.2M +378,215 New
SF
53
Synovus Financial
Georgia
$45.1M +$1.36M +11,337 +3%
MIH
54
Madison Investment Holdings
Wisconsin
$43.7M +$19.7M +164,569 +82%
B
55
Barings
North Carolina
$42.3M +$11.8M +98,404 +39%
DC
56
Derby & Company
Massachusetts
$41.8M +$725K +6,059 +2%
VM
57
VPR Management
Texas
$40.7M
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$40.5M +$218K +1,822 +0.5%
PA
59
Planning Alternatives
Michigan
$40.4M -$586K -4,898 -1%
Two Sigma Investments
60
Two Sigma Investments
New York
$38M +$22.5M +188,570 +146%
HSWM
61
Hubbell Strickland Wealth Management
Louisiana
$36.8M +$36.8M +307,386 New
CWM
62
Connecticut Wealth Management
Connecticut
$35M +$953K +7,967 +3%
Citigroup
63
Citigroup
New York
$34.1M +$546K +4,565 +2%
SB
64
Suntrust Banks
Georgia
$33.6M +$9.56M +79,906 +40%
PMG
65
ProVise Management Group
Florida
$32.9M -$466K -3,895 -1%
VWM
66
Venturi Wealth Management
Texas
$31.9M +$3.88M +32,420 +14%
JFA
67
JNBA Financial Advisors
Minnesota
$31.7M +$355K +2,967 +1%
FIG
68
FundX Investment Group
California
$31.6M +$2.18M +18,192 +7%
AFA
69
American Financial Advisors
Georgia
$31.1M +$31.8K +266 +0.1%
Creative Planning
70
Creative Planning
Kansas
$31.1M -$198K -1,652 -0.6%
BO
71
BRR OpCo
Ohio
$30.5M -$566K -4,730 -2%
EGA
72
E&G Advisors
Texas
$30.2M -$25.7K -215 -0.1%
DT
73
Diversified Trust
Tennessee
$29M -$185K -1,546 -0.6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$28.4M +$7.47M +62,495 +36%
BP
75
Ballentine Partners
Massachusetts
$28.3M -$48.4K -405 -0.2%