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Vanguard Dividend Appreciation ETF

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1276
Beaumont Financial Advisors
Massachusetts
-$214K -1,826 Closed
GAG
1277
GM Advisory Group
New York
-$212K -1,806 Closed
PL
1278
Plancorp LLC
Missouri
-$203K -1,729 Closed
EC
1279
Estate Counselors
Wisconsin
-$181K -1,550 Closed
KWM
1280
Keebeck Wealth Management
Illinois
-$117K -1,000 Closed
PA
1281
Perennial Advisors
New York
-$104K -890 Closed
RDWM
1282
Red Door Wealth Management
Tennessee
-$103K -887 Closed
THWM
1283
Taylor Hoffman Wealth Management
Virginia
-$70K -600 Closed
RFWA
1284
RPg Family Wealth Advisory
Massachusetts
-$44.8K -380 Closed
TC
1285
Truvestments Capital
Florida
-$41K -357 Closed
GWMIA
1286
Global Wealth Management Investment Advisory
Florida
-$41K -351 Closed
FWM
1287
FSA Wealth Management
Massachusetts
-$38K -325 Closed
PA
1288
Procyon Advisors
Connecticut
-$28K -242 Closed
AA
1289
AlphaMark Advisors
Kentucky
-$28K -240 Closed
CQS
1290
Credential Qtrade Securities
-$23.4K -200 Closed
FA
1291
Fortis Advisors
Pennsylvania
-$21K -177 Closed
MA
1292
MCF Advisors
Kentucky
-$9K -79 Closed
MWA
1293
MFA Wealth Advisors
Pennsylvania
-$3.63K -31 Closed
FWM
1294
Filbrandt Wealth Management
Wisconsin
-$3K -29 Closed