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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
1076
Private Ocean
California
$148K
GWS
1077
Glassman Wealth Services
Virginia
$146K
TI
1078
tru Independence
Oregon
$145K +$145K +1,410 New
1IA
1079
1834 Investment Advisors
Wisconsin
$144K +$66.1K +530 +85%
1NWS
1080
1 North Wealth Services
Maryland
$144K +$136K +1,091 +1,628%
EK
1081
Evensky & Katz
Florida
$141K -$49.7K -401 -26%
AWM
1082
AllSquare Wealth Management
New York
$141K
PP
1083
Pacifica Partners
Canada
$140K +$140K +1,123 New
RP
1084
Rowlandmiller & Partners
Georgia
$138K +$138K +1,105 New
RCG
1085
Ruggie Capital Group
Florida
$132K -$3.22M -25,748 -96%
LWM
1086
Liberty Wealth Management
California
$131K +$22.1K +177 +20%
OC
1087
Oakworth Capital
Alabama
$130K
CDIA
1088
Capital Directions Investment Advisors
Georgia
$129K
BFC
1089
Bedel Financial Consulting
Indiana
$128K
WQ
1090
Wealth Quarterback
New Jersey
$126K +$126K +112,763 New
FFC
1091
First Financial Corp
Indiana
$125K
IBOK
1092
Independence Bank of Kentucky
Kentucky
$120K +$15K +120 +14%
PWP
1093
Personal Wealth Partners
Minnesota
$116K
BBPWM
1094
Blue Bell Private Wealth Management
Pennsylvania
$113K +$12.4K +100 +12%
RBC
1095
Roble Belko & Company
Pennsylvania
$110K
AWA
1096
Arkadios Wealth Advisors
Georgia
$109K +$109K +835 New
LWM
1097
Lionsbridge Wealth Management
Florida
$108K +$108K +870 New
LIA
1098
LS Investment Advisors
Michigan
$106K
BNP Paribas Financial Markets
1099
BNP Paribas Financial Markets
France
$105K +$39.5K +317 +60%
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$105K