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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 %
S
976
Surevest
California
$239K -$56.6K -548 -19%
NGA
977
Naples Global Advisors
Florida
$239K -$42.3K -410 -15%
MWM
978
MBE Wealth Management
Wisconsin
$239K
RCM
979
Radnor Capital Management
Pennsylvania
$238K
AWE
980
Avidian Wealth Enterprises
Texas
$238K +$238K +2,300 New
RIA
981
Realta Investment Advisors
Delaware
$236K +$28.6K +276 +14%
HCM
982
Howland Capital Management
Massachusetts
$233K
AIM
983
Aspen Investment Management
Michigan
$233K
JPLA
984
Joseph P. Lucia & Associates
New York
$233K +$517 +5 +0.2%
HIC
985
Holderness Investments Company
North Carolina
$231K -$1.91M -18,465 -89%
TNB
986
Thomasville National Bank
Georgia
$231K
LIA
987
LBMC Investment Advisors
Tennessee
$230K
WCM
988
Weik Capital Management
Pennsylvania
$229K +$45K +435 +24%
DY
989
Dowling & Yahnke
California
$228K -$42.4K -410 -16%
CCM
990
Crossvault Capital Management
Texas
$228K -$3.83K -37 -2%
CS
991
Cannell & Spears
New York
$227K +$227K +2,199 New
HBT
992
Hills Bank & Trust
Iowa
$225K
TCWM
993
Total Clarity Wealth Management
Illinois
$224K -$121K -1,167 -35%
SDWMA
994
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
CCA
995
Conservest Capital Advisors
Pennsylvania
$224K +$224K +2,164 New
EWG
996
Executive Wealth Group
Washington
$224K
Deutsche Bank
997
Deutsche Bank
Germany
$223K +$6.22K +60 +3%
GC
998
Guggenheim Capital
Illinois
$223K +$223K +2,154 New
GG
999
Gleason Group
Kentucky
$222K -$81.9K -791 -27%
TNBTD
1000
Trustmark National Bank Trust Department
Mississippi
$221K