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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 %
CWM
926
Capital Wealth Management
Rhode Island
$289K -$242K -2,331 -46%
IC
927
InterOcean Capital
Illinois
$289K -$31.6K -306 -10%
FWM
928
Focused Wealth Management
New York
$287K +$103 +1 +0%
VBFP
929
Valtinson Bruner Financial Planning
Minnesota
$286K +$31.5K +284 +12%
AWM
930
Apollon Wealth Management
South Carolina
$286K +$286K +2,768 New
AOWM
931
Alpha Omega Wealth Management
Virginia
$285K -$4.66K -45 -2%
VFP
932
Verus Financial Partners
Virginia
$284K +$284K +2,750 New
TW
933
Transform Wealth
Colorado
$280K
OPA
934
Old Port Advisors
Maine
$279K -$3.73K -36 -1%
DWM
935
Destination Wealth Management
California
$278K +$10K +97 +4%
JCM
936
Jacobi Capital Management
Pennsylvania
$277K -$19.8K -192 -7%
CDH
937
Charles D. Hyman
$277K
ATC
938
Argent Trust Co
Tennessee
$277K +$5.58K +54 +2%
RG
939
Rikoon Group
New Mexico
$273K -$28.4K -275 -9%
PG
940
Patten Group
Tennessee
$272K -$78.5K -760 -22%
PWLP
941
Prio Wealth Limited Partnership
Massachusetts
$272K -$10.3K -100 -4%
RMDI
942
R.M. Davis Inc
Maine
$271K -$207K -2,000 -43%
ZIG
943
Zuckerman Investment Group
Illinois
$270K +$270K +2,615 New
F
944
F3Logic
Minnesota
$266K -$14.7K -142 -5%
JWBC
945
John W. Brooker & Co
California
$265K +$87.5K +845 +49%
MWPCG
946
Measured Wealth Private Client Group
New Hampshire
$264K -$4.14K -40 -2%
CCB
947
Cutter & Co Brokerage
Missouri
$264K +$41.7K +403 +19%
PWMAG
948
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$8.36K -81 -3%
BlackRock
949
BlackRock
New York
$262K -$229K -2,221 -47%
FSA
950
Fort Sheridan Advisors
Illinois
$261K +$261K +2,527 New