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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 %
OIA
1026
Optimum Investment Advisors
Illinois
$186K -$966K -9,342 -84%
SCA
1027
Stonebridge Capital Advisors
Minnesota
$177K -$6.21K -60 -3%
MPWT
1028
MassMutual Private Wealth & Trust
Connecticut
$176K -$10.4K -100 -6%
FHA
1029
First Horizon Advisors
Tennessee
$175K +$6.47K +63 +4%
BAM
1030
Barrett Asset Management
New York
$174K -$23.8K -230 -12%
CHC
1031
City Holding Co
West Virginia
$174K
SWM
1032
Selective Wealth Management
Virginia
$174K
GAM
1033
Gemmer Asset Management
California
$171K
AA
1034
Advisory Alpha
Michigan
$169K -$69.3K -625 -29%
ACM
1035
AUA Capital Management
Pennsylvania
$155K +$155K +1,503 New
GWS
1036
Glassman Wealth Services
Virginia
$154K +$32.7K +317 +27%
HGWM
1037
Harvest Group Wealth Management
Massachusetts
$148K
PCA
1038
Providence Capital Advisors
North Carolina
$148K +$148K +1,430 New
MCM
1039
MV Capital Management
Maryland
$146K
RP
1040
Rowlandmiller & Partners
Georgia
$145K +$30.5K +295 +27%
PO
1041
Private Ocean
California
$141K +$19.4K +189 +16%
MWP
1042
Meridian Wealth Partners
Pennsylvania
$138K
AIM
1043
Acropolis Investment Management
Missouri
$138K +$11.6K +112 +9%
RFA
1044
Reilly Financial Advisors
California
$133K -$4.15K -40 -3%
EDRH
1045
Edmond de Rothschild Holding
Switzerland
$129K -$77.4K -750 -38%
PVH
1046
Psagot Value Holdings
Israel
$124K
FANJ
1047
Financial Architects (New Jersey)
New Jersey
$124K +$48.6K +470 +64%
1IA
1048
1834 Investment Advisors
Wisconsin
$119K
AWM
1049
AllSquare Wealth Management
New York
$117K
EWM
1050
Edge Wealth Management
New York
$114K -$22.6K -217 -17%