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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 %
VFP
951
Verus Financial Partners
Virginia
$322K
KF
952
Krilogy Financial
Missouri
$320K +$320K +2,728 New
JCM
953
Jacobi Capital Management
Pennsylvania
$319K +$4.22K +36 +1%
DW
954
Domani Wealth
Pennsylvania
$317K +$317K +2,709 New
OAM
955
Occidental Asset Management
California
$314K -$31.1K -265 -9%
CA
956
Calton & Associates
Florida
$314K -$26.9K -230 -8%
CDH
957
Charles D. Hyman
$314K +$1.05K +9 +0.3%
IWAG
958
Integer Wealth Advisors Group
Georgia
$312K +$709 +6 +0.2%
AOWM
959
Alpha Omega Wealth Management
Virginia
$311K -$11.5K -98 -4%
CRWM
960
Castle Rock Wealth Management
California
$311K +$61.2K +489 +25%
CST
961
Charles Schwab Trust
Nevada
$311K +$76.7K +655 +33%
BCI
962
Brinker Capital Investments
Pennsylvania
$308K -$19.9K -170 -6%
MYIA
963
Mount Yale Investment Advisors
Colorado
$308K +$62.3K +532 +25%
RMDI
964
R.M. Davis Inc
Maine
$307K
TW
965
Transform Wealth
Colorado
$302K -$15.5K -132 -5%
BAM
966
Baldrige Asset Management
Pennsylvania
$302K +$63.9K +545 +27%
BAAM
967
Baker Avenue Asset Management
California
$302K +$302K +2,575 New
FNC
968
First National Corp
Massachusetts
$301K -$585 -5 -0.2%
F
969
F3Logic
Minnesota
$300K
RCYC
970
Richard C. Young & Co
Rhode Island
$300K +$10.9K +93 +4%
MWPCG
971
Measured Wealth Private Client Group
New Hampshire
$299K
HDIM
972
Hanson & Doremus Investment Management
Vermont
$298K +$16.1K +137 +6%
JWBC
973
John W. Brooker & Co
California
$297K -$3.29K -28 -1%
CWM
974
Confluence Wealth Management
Oregon
$297K +$297K +2,531 New
PWM
975
PBMares Wealth Management
Virginia
$296K -$35.1K -300 -11%