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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 %
TGAM
826
TBH Global Asset Management
Tennessee
$428K -$1.04M -8,579 -71%
FDCC
827
Foster Dykema Cabot & Co
Massachusetts
$428K -$6.21K -60 -1%
AAM
828
Autus Asset Management
Arizona
$427K +$114K +1,105 +37%
PA
829
Parkside Advisors
California
$423K -$35.5K -344 -8%
SL
830
Savior LLC
Massachusetts
$422K -$760K -7,341 -64%
MIM
831
Macroview Investment Management
Maryland
$422K +$1.34K +13 +0.3%
ADL
832
Asset Dedication LLC
California
$421K
BCM
833
Bienville Capital Management
New York
$421K
HR
834
Howe & Rusling
New York
$420K
HGWM
835
Horst & Graben Wealth Management
Oregon
$419K +$419K +4,056 New
TIM
836
Tortoise Investment Management
New York
$417K
FA
837
FCG Advisors
New Jersey
$415K -$28.3K -274 -6%
SRC
838
Sage Rhino Capital
California
$415K
PP
839
PrairieView Partners
Minnesota
$414K
LWMM
840
Legacy Wealth Management (Mississippi)
Mississippi
$414K
Chevy Chase Trust
841
Chevy Chase Trust
Maryland
$413K -$2.59K -25 -0.6%
FFG
842
Frisch Financial Group
New York
$413K +$22.9K +221 +6%
DI
843
Disciplined Investments
Oklahoma
$406K +$28.9K +279 +8%
VFM
844
Vivid Financial Management
California
$403K
GP
845
Girard Partners
Pennsylvania
$402K -$103 -1 -0%
BCM
846
Boltwood Capital Management
California
$397K
SFA
847
Sequoia Financial Advisors
Ohio
$397K +$1.45K +14 +0.4%
WCWM
848
Willow Creek Wealth Management
California
$397K +$83.1K +803 +26%
HC
849
Hamilton Capital
Ohio
$395K -$157K -1,516 -28%
IAA
850
Independent Advisor Alliance
North Carolina
$392K -$22.5M -217,356 -98%