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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 %
ATFA
801
All Terrain Financial Advisors
Minnesota
$468K -$158K -1,529 -25%
CFD
802
Creative Financial Designs
Indiana
$468K -$120K -1,158 -20%
CFA
803
CWS Financial Advisors
Michigan
$462K +$40.5K +325 +10%
EP
804
Edgestream Partners
New Jersey
$460K -$170K -1,648 -27%
AP
805
Appleton Partners
Massachusetts
$460K -$23.6K -228 -5%
WA
806
Waverly Advisors
Alabama
$460K +$460K +4,453 New
AWP
807
Ascent Wealth Partners
New York
$457K -$33.1K -320 -7%
WF
808
Welch & Forbes
Massachusetts
$457K -$18.3K -177 -4%
CT
809
Cambridge Trust
Massachusetts
$456K -$48.6K -470 -10%
RFN
810
RDA Financial Network
Iowa
$455K
NWM
811
Northwest Wealth Management
Iowa
$451K -$70.8K -685 -14%
WIM
812
Westside Investment Management
California
$450K +$450K +41,470 New
SCA
813
Sage Capital Advisors
South Dakota
$448K +$38.8K +375 +9%
PWM
814
Paulson Wealth Management
Illinois
$448K +$448K +4,052 New
CANC
815
Culbertson A N & Co
Virginia
$446K -$15.5K -150 -3%
DBT
816
Dubuque Bank & Trust
Iowa
$445K +$10.3K +100 +2%
SWM
817
SVA Wealth Management
Wisconsin
$444K -$21.1K -204 -5%
GW
818
GW & Wade
Massachusetts
$441K +$267K +2,582 +153%
MCP
819
Mirador Capital Partners
California
$438K -$189K -1,700 -30%
ST
820
Sageworth Trust
Pennsylvania
$437K
SG Americas Securities
821
SG Americas Securities
New York
$435K -$10K -97 -2%
BCFS
822
Butensky & Cohen Financial Security
Florida
$435K +$10.8K +104 +3%
SP
823
Successful Portfolios
Florida
$435K +$66.8K +647 +18%
PSF
824
Pacific Sun Financial
California
$434K +$6.2K +60 +1%
LA
825
LVW Advisors
New York
$434K +$111K +1,076 +34%