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Vanguard Dividend Appreciation ETF

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
101
SimpliFi Inc
California
$17M -$221K -1,851 -1%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$16.9M +$11.8M +98,700 +233%
HPWM
103
Highland Private Wealth Management
Washington
$16.1M +$1.09M +9,099 +7%
GC
104
Gibson Capital
Pennsylvania
$16.1M
GLLW
105
Graves Light Lenhart Wealth
Virginia
$16.1M +$163K +1,360 +1%
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.9M +$253K +2,114 +2%
CAM
107
Cresset Asset Management
Illinois
$15.3M -$529K -4,422 -3%
WIC
108
Whitegate Investment Counselors
New Hampshire
$15.1M +$522K +4,368 +4%
AP
109
Arlington Partners
Alabama
$15M +$1.81M +15,109 +14%
TCM
110
TD Capital Management
Tennessee
$14.7M +$60.1K +503 +0.4%
NFG
111
NewFocus Financial Group
Washington
$14.7M +$762K +6,369 +5%
BFG
112
Beacon Financial Group
Texas
$14.5M -$84.3K -709 -0.6%
SPIA
113
Steward Partners Investment Advisory
New York
$14.4M +$7.05M +58,932 +96%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$14.2M +$664K +5,555 +5%
DC
115
Davenport & Co
Virginia
$14.2M -$145K -1,258 -1%
HCM
116
HM Capital Management
Missouri
$14.1M
CRC
117
Curi RMB Capital
Illinois
$14.1M -$378K -3,161 -3%
PP
118
PagnatoKarp Partners
Virginia
$14.1M -$89.6K -749 -0.6%
MA
119
Montag & Associates
Georgia
$14.1M +$1.07M +8,917 +8%
WP
120
WMS Partners
Maryland
$14M -$133K -1,115 -0.9%
SFG
121
StrategIQ Financial Group
Indiana
$13.8M -$6.46K -54 -0%
MIAN
122
Mariner Independent Advisor Network
Kansas
$13.5M +$3.78M +31,905 +39%
SCA
123
Stuart Chaussee & Associates
California
$13.4M -$26.1M -217,877 -66%
CCM
124
Covington Capital Management
California
$13M -$101K -848 -0.8%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$12.9M +$245K +2,052 +2%