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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
BCFS
801
Butensky & Cohen Financial Security
Florida
$512K +$27.8K +223 +6%
PCP
802
Proficio Capital Partners
Massachusetts
$510K +$208K +1,670 +69%
BCM
803
Bienville Capital Management
New York
$508K +$374 +3 +0.1%
ADL
804
Asset Dedication LLC
California
$507K
MIM
805
Macroview Investment Management
Maryland
$507K
HR
806
Howe & Rusling
New York
$506K +$997 +8 +0.2%
CMI
807
Clare Market Investments
Texas
$505K +$505K +4,050 New
SRC
808
Sage Rhino Capital
California
$504K
NFG
809
Nations Financial Group
Iowa
$504K +$1.25K +10 +0.2%
TIM
810
Tortoise Investment Management
New York
$503K +$21.8K +175 +5%
VFM
811
Vivid Financial Management
California
$502K +$502K +3,902 New
Chevy Chase Trust
812
Chevy Chase Trust
Maryland
$501K
PP
813
PrairieView Partners
Minnesota
$500K +$748 +6 +0.1%
LWMM
814
Legacy Wealth Management (Mississippi)
Mississippi
$499K +$499K +4,000 New
FSA
815
Financial Sense Advisors
California
$498K -$364K -2,920 -42%
SCA
816
Sage Capital Advisors
South Dakota
$494K
MFG
817
Magnus Financial Group
New York
$494K +$2.37K +19 +0.5%
VFA
818
Valeo Financial Advisors
Indiana
$494K +$20.8K +167 +4%
TSWM
819
Triangle Securities Wealth Management
North Carolina
$490K +$96.8K +777 +25%
RTS
820
Round Table Services
New Jersey
$489K
GIA
821
Gladstone Institutional Advisory
Florida
$487K -$143K -1,146 -23%
GP
822
Girard Partners
Pennsylvania
$485K -$20.4K -164 -4%
APW
823
Aurora Private Wealth
New Jersey
$482K +$482K +3,865 New
EIP
824
Ellis Investment Partners
Pennsylvania
$481K -$23.8K -190 -5%
BCM
825
Boltwood Capital Management
California
$479K