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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 %
BWP
751
Baldwin Wealth Partners
Massachusetts
$569K
ARIS
752
Advanced Research Investment Solutions
California
$566K -$126K -1,219 -18%
ACS
753
Archford Capital Strategies
Illinois
$565K -$54.5K -527 -9%
IFWM
754
Institute for Wealth Management
Colorado
$562K +$67.8K +655 +14%
KP
755
Keel Point
Alabama
$561K -$127K -1,231 -18%
GLR
756
Great Lakes Retirement
Ohio
$561K -$51.8K -503 -8%
SW
757
SVB Wealth
Massachusetts
$560K -$8.72M -84,358 -94%
LRIA
758
Leonard Rickey Investment Advisors
Washington
$560K -$6.41K -62 -1%
BAS
759
Brown Advisory Securities
Maryland
$555K +$82.6K +770 +17%
FA
760
FC Advisory
Pennsylvania
$554K +$13.9K +135 +3%
CM
761
Capital Management
Virginia
$544K
VFA
762
Valeo Financial Advisors
Indiana
$542K +$101K +906 +23%
MCM
763
Maryland Capital Management
Maryland
$541K -$131K -1,264 -19%
IP
764
Intellectus Partners
California
$538K -$1.34K -13 -0.2%
VNA
765
Valley National Advisers
Pennsylvania
$534K -$8.17K -79 -2%
CAM
766
Carret Asset Management
New York
$534K
FPFS
767
First Personal Financial Services
North Carolina
$531K -$58.7K -568 -10%
TFS
768
Thoroughbred Financial Services
Tennessee
$527K -$5.17K -50 -1%
MFW
769
Meristem Family Wealth
Minnesota
$527K
SCM
770
Sterneck Capital Management
Missouri
$527K
SFWA
771
Summit Financial Wealth Advisors
Louisiana
$525K +$525K +4,902 New
RWM
772
Ritholtz Wealth Management
New York
$524K -$83.2K -804 -14%
GG
773
Gofen & Glossberg
Illinois
$524K -$78.7K -761 -13%
MWM
774
Meridian Wealth Management
Kentucky
$521K -$74.8K -724 -13%
FPS
775
Fieldpoint Private Securities
Connecticut
$520K +$89.8K +869 +21%