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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 %
LSPW
876
Lake Street Private Wealth
Illinois
$352K -$109K -1,059 -24%
TCOO
877
Trust Company of Oklahoma
Oklahoma
$352K
MCM
878
Murphy Capital Management
New Jersey
$351K
ATPW
879
Ashton Thomas Private Wealth
Arizona
$350K -$5.89K -57 -2%
WCFA
880
Walkner Condon Financial Advisors
Wisconsin
$349K
FNC
881
First National Corp
Massachusetts
$344K
Wolverine Trading
882
Wolverine Trading
Illinois
$344K +$344K +3,268 New
VC
883
Vicus Capital
Pennsylvania
$343K +$93.5K +905 +37%
BWM
884
BCS Wealth Management
Tennessee
$341K
MFG
885
Magnus Financial Group
New York
$340K -$68.9K -667 -17%
B
886
Bailard
California
$337K +$34K +328 +11%
CPSAC
887
Chas P. Smith & Associates (CPS)
Florida
$336K
SFG
888
Sowa Financial Group
Rhode Island
$335K -$6.51K -63 -2%
MAM
889
Meeder Asset Management
Ohio
$334K -$148K -1,426 -31%
FIG
890
FundX Investment Group
California
$332K -$14.8M -142,992 -98%
MPI
891
Mairs & Power Inc
Minnesota
$331K
IWP
892
Icon Wealth Partners
Texas
$331K
CGL
893
Clarius Group LLC
Washington
$330K -$414K -4,000 -56%
PIA
894
Perennial Investment Advisors
California
$328K -$182K -1,760 -36%
HTHT
895
Hemenway Trust Hemenway Trust
New Hampshire
$326K +$1.04K +10 +0.3%
CB
896
Cadence Bank
Mississippi
$323K
NCM
897
Noesis Capital Mangement
Florida
$322K
NL
898
NVWM LLC
Pennsylvania
$322K +$131K +1,270 +69%
MWM
899
Merriman Wealth Management
Washington
$321K -$62.1K -600 -16%
LPT
900
Legacy Private Trust
Wisconsin
$321K -$15K -145 -4%