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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 %
FCA
851
FinTrust Capital Advisors
South Carolina
$426K
TCOO
852
Trust Company of Oklahoma
Oklahoma
$424K
MCM
853
Murphy Capital Management
New Jersey
$423K
PG
854
Patten Group
Tennessee
$423K
CFA
855
CWS Financial Advisors
Michigan
$422K +$422K +3,383 New
WCFA
856
Walkner Condon Financial Advisors
Wisconsin
$420K +$420K +3,371 New
WP
857
WealthSource Partners
California
$416K +$41.1K +330 +11%
TCWM
858
Total Clarity Wealth Management
Illinois
$416K +$416K +3,336 New
CGA
859
Crescent Grove Advisors
Illinois
$414K -$1.25K -10 -0.3%
SFG
860
Sowa Financial Group
Rhode Island
$412K +$412K +3,305 New
NSAM
861
North Star Asset Management
Wisconsin
$411K
BWM
862
BCS Wealth Management
Tennessee
$411K +$411K +3,300 New
LPT
863
Legacy Private Trust
Wisconsin
$406K
CPSAC
864
Chas P. Smith & Associates (CPS)
Florida
$405K
MMA
865
Miracle Mile Advisors
California
$402K +$1.12K +9 +0.3%
AAS
866
Annex Advisory Services
Wisconsin
$399K -$66.5K -534 -14%
MPI
867
Mairs & Power Inc
Minnesota
$399K
IWP
868
Icon Wealth Partners
Texas
$399K
PWM
869
PBMares Wealth Management
Virginia
$396K +$396K +3,176 New
GT
870
Glenview Trust
Kentucky
$393K +$10.1K +81 +3%
HTHT
871
Hemenway Trust Hemenway Trust
New Hampshire
$391K +$391K +3,140 New
LA
872
LVW Advisors
New York
$389K -$262K -2,100 -40%
NCM
873
Noesis Capital Mangement
Florida
$389K
CB
874
Cadence Bank
Mississippi
$389K
CC
875
Claybrook Capital
Massachusetts
$388K