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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 %
MSFP
726
Mark Sheptoff Financial Planning
Connecticut
$812K -$159K -1,359 -16%
PCM
727
Parsons Capital Management
Rhode Island
$811K -$40.8K -348 -5%
LFA
728
Lighthouse Financial Advisors
Maryland
$811K +$59.8K +510 +8%
LPIC
729
LeJeune Puetz Investment Counsel
Michigan
$809K
QWM
730
Quaker Wealth Management
New Jersey
$809K +$3.28K +28 +0.4%
NEWAS
731
N.E.W. Advisory Services
Wisconsin
$808K +$808K +6,892 New
TW
732
Towerpoint Wealth
California
$801K +$17.6K +150 +2%
EHC
733
Everett Harris & Co
California
$798K +$11.7K +100 +1%
FFG
734
Ford Financial Group
California
$791K +$6.2K +53 +0.8%
JWCA
735
J.W. Coons Advisors
Ohio
$785K +$80.3K +685 +11%
TC
736
Trilogy Capital
California
$781K -$8.24M -67,359 -91%
VDI
737
Vaughan David Investments
Illinois
$780K +$14.2K +121 +2%
CPC
738
Consolidated Planning Corp
Georgia
$773K
HCM
739
HMS Capital Management
Tennessee
$773K +$52.8K +451 +7%
TL
740
TrueWealth LLC
Georgia
$762K +$9.38K +80 +1%
EFL
741
ERn Financial LLC
Wisconsin
$761K -$12.1K -103 -2%
WMG
742
WESCAP Management Group
California
$757K
GIA
743
Guyasuta Investment Advisors
Pennsylvania
$754K +$44.5K +380 +6%
FPS
744
Fieldpoint Private Securities
Connecticut
$753K +$164K +1,400 +28%
MIAS
745
Mason Investment Advisory Services
Virginia
$747K
GIA
746
Gladstone Institutional Advisory
Florida
$739K -$8.09K -69 -1%
CFIA
747
Cantor Fitzgerald Investment Advisors
New York
$737K
WDL
748
Well Done LLC
Michigan
$733K -$38.2K -326 -5%
RZH
749
Relyea Zuckerberg Hanson
Connecticut
$732K
CL
750
Choreo LLC
Illinois
$730K -$255K -2,162 -26%