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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 %
DT
76
Diversified Trust
Tennessee
$24.3M -$632K -6,112 -3%
CFA
77
Capstone Financial Advisors
Illinois
$23.8M -$13.4M -129,680 -36%
BP
78
Ballentine Partners
Massachusetts
$23.7M -$309K -2,987 -1%
AP
79
Arlington Partners
Alabama
$23.6M +$10.9M +105,364 +86%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$23.4M +$1.9M +18,349 +9%
NFC
81
Northeast Financial Consultants
Connecticut
$23.1M +$1.22M +11,808 +6%
UCFA
82
United Capital Financial Advisors
Texas
$23M +$2.03M +19,676 +10%
AFA
83
American Financial Advisors
Georgia
$22.7M -$10.1M -88,659 -31%
FTIOP
84
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22.5M +$22.5M +217,169 New
Jones Financial Companies
85
Jones Financial Companies
Missouri
$22.2M +$1.84M +18,024 +9%
CL
86
CPWM LLC
Washington
$21.9M +$4.42M +42,719 +25%
CFA
87
Carroll Financial Associates
North Carolina
$21.7M +$1.02M +9,908 +5%
CA
88
Capital Advantage
California
$21.5M +$21M +183,404 +4,188%
EK
89
Evensky & Katz
Florida
$21.4M +$21.3M +205,621 +18,069%
TCM
90
TD Capital Management
Tennessee
$21.3M +$8.51M +82,312 +67%
JIP
91
JBJ Investment Partners
South Carolina
$21M +$21M +203,026 New
TPCW
92
TD Private Client Wealth
New York
$20.5M +$5.44M +52,632 +36%
ECG
93
Edge Capital Group
Georgia
$19.8M +$4.44M +42,902 +29%
M&T Bank
94
M&T Bank
New York
$19.7M -$3.44M -33,228 -15%
FCM
95
Firestone Capital Management
Florida
$19M -$174K -1,682 -0.9%
DWM
96
Doyle Wealth Management
Florida
$17.9M +$1.01M +9,795 +6%
WA
97
Wealth Architects
California
$17.9M +$906K +8,767 +5%
US Bancorp
98
US Bancorp
Minnesota
$17.6M +$331K +3,199 +2%
CAN
99
Cetera Advisor Networks
California
$17.4M -$11.4K -110 -0.1%
HPWM
100
Highland Private Wealth Management
Washington
$17.1M +$1.95M +18,885 +13%