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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 %
GT
901
Glenview Trust
Kentucky
$320K -$6.11K -59 -2%
OLA
902
Oliver Luxxe Assets
New Jersey
$320K +$73.4K +667 +30%
CWP
903
Capital Wealth Planning
Florida
$318K +$318K +3,071 New
S
904
SimplyRich
California
$314K
RTS
905
Round Table Services
New Jersey
$312K -$94K -908 -23%
CC
906
Claybrook Capital
Massachusetts
$310K
LWM
907
Lyell Wealth Management
California
$310K +$1.86K +18 +0.6%
AAM
908
Aureus Asset Management
Massachusetts
$307K +$75.8K +733 +33%
GFS
909
GYL Financial Synergies
Connecticut
$305K +$206 +2 +0.1%
OAM
910
Occidental Asset Management
California
$304K -$65.3K -632 -18%
WPA
911
West Paces Advisors
Georgia
$303K +$12.9K +125 +4%
CA
912
Calton & Associates
Florida
$301K +$10.3K +100 +4%
WP
913
WealthSource Partners
California
$300K -$45.3K -438 -13%
IWAG
914
Integer Wealth Advisors Group
Georgia
$300K +$19.6K +172 +7%
AAS
915
Annex Advisory Services
Wisconsin
$299K -$31.8K -308 -10%
LWM
916
Laidlaw Wealth Management
New York
$299K +$31.8K +307 +12%
1832 Asset Management
917
1832 Asset Management
Ontario, Canada
$295K -$16.7K -160 -5%
HMC
918
Harvard Management Company
Massachusetts
$295K
HCM
919
Hengehold Capital Management
Ohio
$295K +$70.4K +682 +31%
PCP
920
Proficio Capital Partners
Massachusetts
$294K -$134K -1,280 -31%
SIS
921
SVB Investment Services
Utah
$294K -$2.38K -23 -0.8%
RF
922
RHS Financial
California
$294K
FI
923
FormulaFolio Investments
Michigan
$293K -$220K -2,131 -43%
PWM
924
PBMares Wealth Management
Virginia
$293K -$35.9K -347 -11%
BCI
925
Brinker Capital Investments
Pennsylvania
$289K -$8.34M -80,757 -97%