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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 %
BF
951
Blankinship & Foster
California
$260K
BFIC
952
Bedell Frazier Investment Counselling
California
$259K
EPWM
953
Essex Private Wealth Management
Massachusetts
$259K +$18.4K +179 +8%
SDAM
954
Shulman DeMeo Asset Management
New York
$257K -$38.3K -371 -13%
RCYC
955
Richard C. Young & Co
Rhode Island
$256K
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$255K +2,462 New
CCP
957
Cardan Capital Partners
Colorado
$254K +$10.3K +100 +4%
FPCG
958
Fort Pitt Capital Group
Pennsylvania
$254K +$254K +2,460 New
FSC
959
Full Sail Capital
Oklahoma
$251K -$133K -1,171 -35%
OAM
960
Oak Asset Management
California
$251K
EWA
961
Evolution Wealth Advisors
Florida
$251K +$251K +2,430 New
LIA
962
LS Investment Advisors
Michigan
$250K +$162K +1,567 +184%
HDIM
963
Hanson & Doremus Investment Management
Vermont
$249K -$8.49K -82 -3%
OL
964
Optas LLC
Texas
$249K
BIM
965
Bridges Investment Management
Nebraska
$249K +$32.6K +315 +15%
P
966
&Partners
Tennessee
$248K -$5.17K -50 -2%
PW
967
Peninsula Wealth
California
$248K -$3.93K -38 -2%
DBRC
968
D.B. Root & Company
Pennsylvania
$247K +$247K +2,392 New
MFG
969
Merit Financial Group
Georgia
$246K -$1.55K -15 -0.6%
FCFC
970
First Commonwealth Financial Corp
Pennsylvania
$245K -$20.8K -201 -8%
KFA
971
Kelleher Financial Advisors
New York
$244K +$244K +2,363 New
GCP
972
Gill Capital Partners
Colorado
$244K +$244K +2,365 New
CA
973
CapWealth Advisors
Tennessee
$243K -$930 -9 -0.4%
NCM
974
Northside Capital Management
Oregon
$243K +$75.9K +735 +45%
WCAMG
975
Woodard & Company Asset Management Group
North Carolina
$242K -$77.9K -755 -24%