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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
926
Claybrook Capital
Massachusetts
$352K
FWM
927
Frontier Wealth Management
Missouri
$352K +$107K +910 +43%
Toronto Dominion Bank
928
Toronto Dominion Bank
Ontario, Canada
$349K -$629K -5,358 -64%
OWM
929
Orgel Wealth Management
Wisconsin
$349K -$202K -1,722 -37%
WF
930
Welch & Forbes
Massachusetts
$348K -$170K -1,445 -33%
LWM
931
Lyell Wealth Management
California
$348K -$5.06K -43 -1%
LWM
932
Laidlaw Wealth Management
New York
$346K +$7.27K +62 +2%
S
933
SimplyRich
California
$345K
FSA
934
Fort Sheridan Advisors
Illinois
$342K +$45.9K +392 +16%
WP
935
WealthSource Partners
California
$340K
BS
936
Boenning & Scattergood
Pennsylvania
$340K +$340K +2,901 New
PWM
937
Praetorian Wealth Management
California
$337K +$337K +2,879 New
GP
938
Girard Partners
Pennsylvania
$336K -$120K -1,022 -26%
LA
939
LVW Advisors
New York
$335K -$157K -1,342 -32%
RF
940
RHS Financial
California
$332K -$938 -8 -0.3%
ATC
941
Argent Trust Co
Tennessee
$332K +$17.7K +151 +6%
B
942
Bailard
California
$331K -$50.1K -428 -13%
1832 Asset Management
943
1832 Asset Management
Ontario, Canada
$331K
PCP
944
Proficio Capital Partners
Massachusetts
$329K
IC
945
InterOcean Capital
Illinois
$328K +$234 +2 +0.1%
RIA
946
Realta Investment Advisors
Delaware
$328K +$60.8K +519 +23%
CWM
947
Capital Wealth Management
Rhode Island
$327K
FWM
948
Focused Wealth Management
New York
$326K
ATPW
949
Ashton Thomas Private Wealth
Arizona
$325K -$71.3K -608 -18%
GFS
950
GYL Financial Synergies
Connecticut
$324K -$21.8K -186 -6%