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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 %
FCIM
1051
Fairview Capital Investment Management
California
$222K +$222K +1,896 New
PCM
1052
Pennsylvania Capital Management
Pennsylvania
$218K -$742K -6,333 -77%
PP
1053
Professional Planning
California
$218K +$218K +1,861 New
WCM
1054
Wealthcare Capital Management
Virginia
$216K
SDAM
1055
Shulman DeMeo Asset Management
New York
$214K -$77.9K -664 -27%
GI
1056
Gradient Investments
Minnesota
$214K
MAA
1057
Matrix Asset Advisors
New York
$214K +$214K +1,823 New
BFA
1058
Beaumont Financial Advisors
Massachusetts
$214K +$214K +1,826 New
RI
1059
Rudd International
Florida
$214K +$214K +1,834 New
W
1060
Wealthquest
Ohio
$213K +$213K +1,822 New
WMA
1061
Wealth Management Associates
New Jersey
$213K +$213K +1,814 New
PG
1062
Prostatis Group
Maryland
$212K +$212K +1,812 New
GAG
1063
GM Advisory Group
New York
$212K +$212K +1,806 New
DFG
1064
Demars Financial Group
Washington
$212K +$212K +1,813 New
OCM
1065
Orleans Capital Management
Louisiana
$211K +$211K +1,800 New
MIC
1066
Means Investment Company
Maine
$210K +$210K +1,656 New
Millennium Management
1067
Millennium Management
New York
$210K +$210K +1,788 New
SWM
1068
Selective Wealth Management
Virginia
$209K +$12.2K +104 +6%
CNC
1069
Canandaigua National Corp
New York
$209K +$209K +1,783 New
Betterment LLC
1070
Betterment LLC
New York
$207K +$207K +1,769 New
BFA
1071
Bragg Financial Advisors
North Carolina
$204K +$204K +1,741 New
FHA
1072
First Horizon Advisors
Tennessee
$203K +$3.97K +34 +2%
PAG
1073
Pinnacle Advisory Group
Maryland
$203K +$203K +1,729 New
PL
1074
Plancorp LLC
Missouri
$203K +$203K +1,729 New
RW
1075
RVW Wealth
California
$203K +$203K +1,730 New