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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 %
SNT
1126
Security National Trust
West Virginia
$16K
SIS
1127
Sound Income Strategies
Florida
$16K
PAI
1128
Pittenger & Anderson Inc
Nebraska
$13K
CIAS
1129
CBIZ Investment Advisory Services
Ohio
$13K -$16K
HS
1130
Horan Securities
United States
$13K +$13K +127 New
AP
1131
Atwood & Palmer
Missouri
$12K
EAM
1132
Eukles Asset Management
Ohio
$12K
ETI
1133
Enterprise Trust & Investment
California
$11K
TCM
1134
Tradewinds Capital Management
Washington
$11K
KFI
1135
Key Financial Inc
Pennsylvania
$11K +$11K +102 New
WFMPM
1136
Woodley Farra Manion Portfolio Management
Indiana
$11K +$11K +110 New
TSW
1137
Thompson Siegel & Walmsley
Virginia
$10K
CA
1138
Centerpoint Advisors
Massachusetts
$10K
SIM
1139
Sonora Investment Management
Arizona
$8K -$43.2K -405 -84%
BCM
1140
Bourgeon Capital Management
Connecticut
$8K
BWA
1141
Burt Wealth Advisors
Maryland
$7K
AIS
1142
Accurate Investment Solutions
Pennsylvania
$7K +$7K +70 New
CI
1143
Cordant Inc
Oregon
$7K +$7K +70 New
SIA
1144
SeaBridge Investment Advisors
New Jersey
$6K
CFFP
1145
Center for Financial Planning
Michigan
$6K
JWA
1146
JFS Wealth Advisors
Pennsylvania
$4K
MF
1147
Manchester Financial
California
$3K -$3.1K -30 -51%
CFN
1148
Cordasco Financial Network
Florida
$3K
NL
1149
NWAM LLC
Washington
$2.71K -$436 -4,219 -14%
JWM
1150
Janiczek Wealth Management
Colorado
$2K