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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
826
Next Capital Management
New York
$317K +$4.54K +38 +1%
Betterment LLC
827
Betterment LLC
New York
$314K
UBS AM
828
UBS AM
Illinois
$310K -$18.8K -157 -6%
TW
829
Transform Wealth
Colorado
$310K -$37.8K -316 -11%
OWD
830
Osborn Williams & Donohoe
Ohio
$307K -$4.42K -37 -1%
PWMAG
831
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$38.9K +325 +15%
BF
832
Blankinship & Foster
California
$301K -$20.8K -174 -6%
BFIC
833
Bedell Frazier Investment Counselling
California
$300K +$25K +209 +9%
WCAMG
834
Woodard & Company Asset Management Group
North Carolina
$299K +$68.2K +570 +30%
OAM
835
Oak Asset Management
California
$296K
RCYC
836
Richard C. Young & Co
Rhode Island
$294K +$1.44K +12 +0.5%
P
837
&Partners
Tennessee
$293K
KTM
838
Keeler Thomas Management
Utah
$292K -$6.1K -51 -2%
PCP
839
Proficio Capital Partners
Massachusetts
$289K -$537K -4,500 -65%
MRC
840
Millburn Ridgefield Corp
New York
$288K -$43K -359 -13%
KIA
841
Kopp Investment Advisors
Minnesota
$287K
PW
842
Peninsula Wealth
California
$286K
OAM
843
Occidental Asset Management
California
$285K +$598 +5 +0.2%
ATC
844
Argent Trust Co
Tennessee
$284K
FWIA
845
Fort Washington Investment Advisors
Ohio
$284K +$284K +2,375 New
CCP
846
Cardan Capital Partners
Colorado
$282K
CA
847
CapWealth Advisors
Tennessee
$282K
HCM
848
Hengehold Capital Management
Ohio
$281K -$14.3K -120 -5%
HBT
849
Hills Bank & Trust
Iowa
$280K +$47.9K +400 +21%
NCM
850
Northwest Capital Management
Oregon
$278K