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Vanguard Dividend Appreciation ETF

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
951
Cascade Investment Advisors
Oregon
$19.6K
RWA
952
River Wealth Advisors
Pennsylvania
$19K
CA
953
Claro Advisors
Massachusetts
$19K +$19K +170 New
BIMC
954
Benson Investment Management Company
Virginia
$18K
1NWS
955
1 North Wealth Services
Maryland
$18K +$18K +187 New
LC
956
Lindbrook Capital
California
$18K +$18K +190 New
PWMG
957
Prestige Wealth Management Group
New Jersey
$17K +$17K +170 New
WAM
958
Watermark Asset Management
California
$16K -$2.78K -28 -15%
FHB
959
First Hawaiian Bank
Hawaii
$15K
JWM
960
Janiczek Wealth Management
Colorado
$14K
ClearBridge Investments
961
ClearBridge Investments
New York
$13K +$13K +135 New
IAS
962
INR Advisory Services
Pennsylvania
$12K
AP
963
Atwood & Palmer
Missouri
$11K -$34.1K -350 -76%
FGC
964
Financial Gravity Companies
Texas
$11K +$11K +105 New
EAM
965
Eukles Asset Management
Ohio
$11K +$11K +113 New
BWA
966
Burt Wealth Advisors
Maryland
$10K -$268K -2,867 -96%
PCA
967
Providence Capital Advisors
North Carolina
$10K -$11.6K -118 -54%
CA
968
Centerpoint Advisors
Massachusetts
$10K
IDBONY
969
Israel Discount Bank of New York
New York
$10K +$10K +100 New
TCM
970
Tradewinds Capital Management
Washington
$10K +$10K +104 New
MWC
971
MKD Wealth Coaches
Michigan
$10K +$10K +107 New
CWM
972
Cedar Wealth Management
California
$9K
MA
973
MCF Advisors
Kentucky
$8K +$8K +78 New
HWM
974
Holloway Wealth Management
Florida
$7K
SIA
975
SeaBridge Investment Advisors
New Jersey
$6K