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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
951
Dakota Wealth Management
Florida
$287K +$4.73K +38 +2%
VBFP
952
Valtinson Bruner Financial Planning
Minnesota
$286K +$6.87K +55 +2%
NC
953
NovaPoint Capital
Georgia
$286K +$286K +2,291 New
CAN
954
Claraphi Advisory Network
United States
$285K +$33.7K +270 +13%
SBL
955
Sargent Bickham Lagudis
Colorado
$282K +$16.2K +130 +6%
BSAM
956
Blue Sky Asset Management
Colorado
$282K +$282K +2,264 New
HCM
957
Howland Capital Management
Massachusetts
$281K +$53.8K +432 +24%
AIM
958
Aspen Investment Management
Michigan
$280K
JPLA
959
Joseph P. Lucia & Associates
New York
$280K +$622 +5 +0.2%
BWM
960
Baystate Wealth Management
Massachusetts
$279K -$149K -1,194 -35%
CCM
961
Crossvault Capital Management
Texas
$279K
AAM
962
Aureus Asset Management
Massachusetts
$279K
UR
963
USCA RIA
Texas
$279K +$7.47K +60 +3%
OLA
964
Oliver Luxxe Assets
New Jersey
$279K +$279K +2,242 New
LIA
965
LBMC Investment Advisors
Tennessee
$277K -$2.37K -19 -0.8%
SCP
966
Silverleafe Capital Partners
Tennessee
$275K +$1.12K +9 +0.4%
EWM
967
EPG Wealth Management
Georgia
$275K +$275K +2,206 New
IAA
968
Ironsides Asset Advisors
North Carolina
$274K
SDWMA
969
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K -$91.5K -733 -25%
HCM
970
Hengehold Capital Management
Ohio
$271K -$21.9K -176 -7%
HBT
971
Hills Bank & Trust
Iowa
$271K -$20.6K -165 -7%
IWS
972
Insight Wealth Strategies
California
$271K +$43.1K +346 +19%
AA
973
Advisory Alpha
Michigan
$271K +$48.9K +387 +22%
EWG
974
Executive Wealth Group
Washington
$270K
OIWM
975
OptiFour Integrated Wealth Management
Virginia
$269K -$4.48K -36 -2%