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Vanguard Dividend Appreciation ETF

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
751
Willow Creek Wealth Management
California
$336K -$7.9K -72 -2%
MRC
752
Millburn Ridgefield Corp
New York
$336K +$85K +775 +34%
UBS AM
753
UBS AM
Illinois
$334K -$11.3K -103 -3%
TNBTD
754
Trustmark National Bank Trust Department
Mississippi
$332K
B
755
Bailard
California
$331K
CC
756
Claybrook Capital
Massachusetts
$329K -$386K -3,522 -54%
FLPIM
757
F.L. Putnam Investment Management
Massachusetts
$328K -$87.6K -799 -21%
AWE
758
Avidian Wealth Enterprises
Texas
$328K +$328K +2,988 New
Toronto Dominion Bank
759
Toronto Dominion Bank
Ontario, Canada
$326K
HCIA
760
Hochman Cole Investment Advisors
Illinois
$326K +$326K +2,969 New
NAMP
761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$326K +$326K +2,977 New
CAN
762
Claraphi Advisory Network
United States
$322K -$3.62K -33 -1%
SMG
763
Smart Money Group
Texas
$318K -$66K -603 -17%
SDWMA
764
Schneider Downs Wealth Management Advisors
Pennsylvania
$318K
AOWM
765
Alpha Omega Wealth Management
Virginia
$318K
CC
766
Colrain Capital
Massachusetts
$318K +$318K +2,900 New
RG
767
Rikoon Group
New Mexico
$317K -$55.1K -500 -15%
ST
768
Sageworth Trust
Pennsylvania
$316K
LA
769
LVW Advisors
New York
$314K -$136K -1,246 -30%
TW
770
Transform Wealth
Colorado
$314K +$72.9K +665 +30%
HMC
771
Harvard Management Company
Massachusetts
$313K -$1.83M -16,702 -85%
JCM
772
Jacobi Capital Management
Pennsylvania
$312K -$3.29K -30 -1%
SDAM
773
Shulman DeMeo Asset Management
New York
$312K +$312K +2,844 New
RF
774
RHS Financial
California
$311K
FWM
775
Focused Wealth Management
New York
$309K -$84K -766 -21%