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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 %
TNBTD
1001
Trustmark National Bank Trust Department
Mississippi
$221K
MWM
1002
Marietta Wealth Management
Georgia
$220K
CRWM
1003
Castle Rock Wealth Management
California
$220K +$220K +1,995 New
SCM
1004
Spreng Capital Management
Ohio
$217K
VCM
1005
Violich Capital Management
California
$217K
MYIA
1006
Mount Yale Investment Advisors
Colorado
$217K +$723 +7 +0.3%
SBL
1007
Sargent Bickham Lagudis
Colorado
$216K -$17.5K -169 -7%
FWM
1008
Frontier Wealth Management
Missouri
$216K +$103 +1 +0%
TW
1009
TrinityPoint Wealth
Connecticut
$212K -$10.3K -100 -5%
FPCP
1010
Fort Point Capital Partners
California
$212K +$212K +2,055 New
VCP
1011
Verus Capital Partners
Arizona
$211K -$31.1K -301 -13%
BAM
1012
Baldrige Asset Management
Pennsylvania
$210K +$210K +2,030 New
TPW
1013
TL Private Wealth
Texas
$208K +$1.01K +9 +0.5%
CST
1014
Charles Schwab Trust
Nevada
$207K -$301K -2,905 -59%
SYBT
1015
Stock Yards Bank & Trust
Kentucky
$207K
AIM
1016
Anchor Investment Management
South Carolina
$205K
CSIC
1017
Clifford Swan Investment Counsel
California
$205K +$32.2K +312 +19%
WCF
1018
West Coast Financial
California
$202K +$202K +1,950 New
JHCP
1019
Jackson Hole Capital Partners
Oklahoma
$201K
OFS
1020
Oldfather Financial Services
Nebraska
$201K +$201K +1,803 New
TF
1021
TimeScale Financial
Massachusetts
$200K -$171K -1,665 -46%
LCM
1022
LVM Capital Management
Michigan
$200K
WCM
1023
Wealthcare Capital Management
Virginia
$191K
EWM
1024
EPG Wealth Management
Georgia
$190K -$38.3K -370 -17%
GI
1025
Gradient Investments
Minnesota
$189K +$28K +271 +17%