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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 %
WG
1051
Welch Group
Alabama
$113K +$113K +1,096 New
IBOK
1052
Independence Bank of Kentucky
Kentucky
$110K +$10.8K +105 +11%
LWM
1053
Liberty Wealth Management
California
$109K +$414 +4 +0.4%
CDIA
1054
Capital Directions Investment Advisors
Georgia
$107K
OC
1055
Oakworth Capital
Alabama
$107K
BFC
1056
Bedel Financial Consulting
Indiana
$106K
CCM
1057
Cribstone Capital Management
Maine
$106K +$46.4K +450 +78%
PP
1058
Pacifica Partners
Canada
$103K -$17.2K -161 -14%
FFC
1059
First Financial Corp
Indiana
$103K
Schroder Investment Management Group
1060
Schroder Investment Management Group
United Kingdom
$95K -$126K -1,170 -57%
PCG
1061
Private Capital Group
Connecticut
$95K -$115K -1,112 -55%
RBC
1062
Roble Belko & Company
Pennsylvania
$91K
RDWM
1063
Red Door Wealth Management
Tennessee
$91K +$91K +887 New
AWA
1064
Arkadios Wealth Advisors
Georgia
$86.3K
SC
1065
Steph & Co
Wisconsin
$85K +$25.8K +250 +43%
BBPWM
1066
Blue Bell Private Wealth Management
Pennsylvania
$84K -$10.4K -100 -11%
SMFS
1067
Squar Milner Financial Services
California
$83K +$6.48K +63 +8%
WEC
1068
Winslow Evans & Crocker
Massachusetts
$80K -$5.36K -50 -6%
BAM
1069
Bellevue Asset Management
Washington
$80K
RMC
1070
Resources Management Corp
Connecticut
$79K +$6.86K +66 +10%
WQ
1071
Wealth Quarterback
New Jersey
$74.2K -$10.9M -112,004 -99%
SL
1072
Salomon & Ludwin
Virginia
$72K
FA
1073
Fortis Advisors
Pennsylvania
$71K +$18.2K +177 +35%
NSB
1074
Norway Savings Bank
Maine
$70K
TPWA
1075
TRUE Private Wealth Advisors
Oregon
$69K -$143K -1,388 -68%