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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 %
RCM
851
Radnor Capital Management
Pennsylvania
$275K
DWM
852
Dakota Wealth Management
Florida
$271K +$271K +2,267 New
CG
853
Cutler Group
California
$270K +$270K +2,259 New
AIM
854
Aspen Investment Management
Michigan
$269K -$4.78K -40 -2%
LIA
855
LBMC Investment Advisors
Tennessee
$268K -$27.2K -228 -9%
CCM
856
Crossvault Capital Management
Texas
$268K -$12K -100 -4%
JPLA
857
Joseph P. Lucia & Associates
New York
$268K +$20.9K +175 +8%
AAM
858
Aureus Asset Management
Massachusetts
$267K
EWMCB
859
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$267K +$267K +2,232 New
DI
860
DAGCO Inc
Ohio
$267K +$267K +2,233 New
VBFP
861
Valtinson Bruner Financial Planning
Minnesota
$266K -$39.9K -335 -13%
SBIA
862
Sheaff Brock Investment Advisors
Indiana
$266K
ACM
863
AlphaStar Capital Management
North Carolina
$263K -$104K -875 -28%
EWM
864
Executive Wealth Management
Michigan
$263K -$5.02K -42 -2%
IAA
865
Ironsides Asset Advisors
North Carolina
$263K
OIWM
866
OptiFour Integrated Wealth Management
Virginia
$263K
SCP
867
Silverleafe Capital Partners
Tennessee
$263K +$1.08K +9 +0.4%
UR
868
USCA RIA
Texas
$261K
FNC
869
First National Corp
Massachusetts
$259K -$54.6K -456 -17%
EWG
870
Executive Wealth Group
Washington
$259K
HDIM
871
Hanson & Doremus Investment Management
Vermont
$258K -$36.5K -305 -12%
TW
872
TrinityPoint Wealth
Connecticut
$258K
SXL
873
Summit X LLC
Missouri
$257K +$6.61K +55 +3%
TNBTD
874
Trustmark National Bank Trust Department
Mississippi
$256K -$106K -890 -29%
SBL
875
Sargent Bickham Lagudis
Colorado
$255K +$120 +1 +0%