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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 %
DTC
1001
Davidson Trust Company
Washington
$272K +$272K +2,323 New
MWM
1002
MBE Wealth Management
Wisconsin
$271K
BFIC
1003
Bedell Frazier Investment Counselling
California
$270K -$24.5K -209 -8%
RCM
1004
Radnor Capital Management
Pennsylvania
$270K
Financial Engines Advisors
1005
Financial Engines Advisors
California
$268K +$268K +2,274 New
OPA
1006
Old Port Advisors
Maine
$267K -$48.6K -415 -15%
DWM
1007
Destination Wealth Management
California
$267K -$47.9K -409 -15%
POIA
1008
Pin Oak Investment Advisors
Texas
$264K -$161K -1,372 -38%
HCM
1009
Howland Capital Management
Massachusetts
$264K
AIM
1010
Aspen Investment Management
Michigan
$264K
SWM
1011
Stockman Wealth Management
Montana
$262K -$163K -1,391 -38%
GCP
1012
Gill Capital Partners
Colorado
$261K -$15.9K -136 -6%
LIA
1013
LBMC Investment Advisors
Tennessee
$261K +$702 +6 +0.3%
Wolverine Trading
1014
Wolverine Trading
Illinois
$260K -$118K -1,019 -31%
HBT
1015
Hills Bank & Trust
Iowa
$260K +$4.7K +40 +2%
5L
1016
55I LLC
Massachusetts
$258K +$258K +2,206 New
SDWMA
1017
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K
CCA
1018
Conservest Capital Advisors
Pennsylvania
$254K +$586 +5 +0.2%
EWG
1019
Executive Wealth Group
Washington
$254K
AF
1020
Aldebaran Financial
$251K -$587K -5,004 -70%
TNBTD
1021
Trustmark National Bank Trust Department
Mississippi
$251K
CPSC
1022
Carl P. Sherr & Co
Massachusetts
$251K
GG
1023
Gleason Group
Kentucky
$251K
MWM
1024
Marietta Wealth Management
Georgia
$249K
WCM
1025
Weik Capital Management
Pennsylvania
$247K -$12.9K -110 -5%