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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 %
NC
1076
NewSquare Capital
Pennsylvania
$68K +$68K +662 New
QCG
1077
Quadrant Capital Group
Ohio
$67K +$11.8K +113 +21%
ATC
1078
Adirondack Trust Company
New York
$65K
MWC
1079
MBM Wealth Consultants
Missouri
$65K
LS
1080
Leelyn Smith
Illinois
$56K
HI
1081
Hudock Inc
Pennsylvania
$55K -$18.5K -180 -25%
CB
1082
CNB Bank
Pennsylvania
$53K
AWM
1083
Avondale Wealth Management
Texas
$53K
BBHC
1084
Brown Brothers Harriman & Co
New York
$52K -$83.2K -800 -62%
TFA
1085
Toth Financial Advisory
Virginia
$51K
QAM
1086
QCI Asset Management
New York
$48K
AC
1087
AlphaCore Capital
California
$48K +$48K +465 New
OSAM
1088
O'Shaughnessy Asset Management
Connecticut
$46K +$43.9K +421 +2,105%
MAWCM
1089
Mine & Arao Wealth Creation & Management
California
$44K
MRC
1090
Millburn Ridgefield Corp
New York
$42K -$338K -3,239 -89%
FCMT
1091
Founders Capital Management (Texas)
Texas
$41K
CH
1092
Canton Hathaway
Rhode Island
$40K
RFWA
1093
RPg Family Wealth Advisory
Massachusetts
$39.3K
DCM
1094
Davis Capital Management
Florida
$39K +$39K +382 New
RA
1095
Rational Advisors
New York
$36K -$153K -1,484 -81%
WWM
1096
Willingdon Wealth Management
North Carolina
$36K
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$36K
VCM
1098
Vigilant Capital Management
Maine
$34K -$15.4K -149 -31%
FWM
1099
FSA Wealth Management
Massachusetts
$34K
PA
1100
Procyon Advisors
Connecticut
$34K