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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
126
SVB Wealth
Massachusetts
$18M +$17.4M +148,465 +2,740%
CWC
127
Carolinas Wealth Consulting
North Carolina
$17.8M +$4.72M +40,041 +36%
HTC
128
Haverford Trust Company
Pennsylvania
$17.7M -$341K -2,910 -2%
TVAMP
129
Tennessee Valley Asset Management Partners
Tennessee
$17.6M +$17.6M +149,913 New
WFWM
130
Wechter Feldman Wealth Management
New Jersey
$17.3M +$15.2M +129,613 +703%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$17.1M -$1.15M -9,822 -6%
SFG
132
StrategIQ Financial Group
Indiana
$16.9M +$926K +7,904 +6%
RCA
133
Resonant Capital Advisors
Wisconsin
$16.8M +$9.35M +79,786 +125%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.4M +$361K +3,077 +2%
CFA
135
Cahill Financial Advisors
Minnesota
$16.4M +$4.24M +36,193 +35%
VWM
136
Venturi Wealth Management
Texas
$16.3M -$2.16M -18,429 -12%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$16.2M +$142K +1,210 +0.9%
SI
138
SimpliFi Inc
California
$16.2M +$272K +2,322 +2%
WP
139
WMS Partners
Maryland
$15.9M +$2.36M +20,174 +18%
PP
140
PDS Planning
Ohio
$15.7M +$1.92M +16,350 +14%
USAA
141
United Services Automobile Association
Texas
$15.6M -$994K -8,482 -6%
QCM
142
Quest Capital Management
Texas
$15.6M -$885K -7,556 -5%
GC
143
Gibson Capital
Pennsylvania
$15.5M
WIC
144
Whitegate Investment Counselors
New Hampshire
$15.5M +$464K +3,959 +3%
KBFS
145
Kohmann Bosshard Financial Services
Ohio
$15.2M +$1.8M +15,342 +13%
BFG
146
Bouchey Financial Group
New York
$15.1M +$15.1M +128,840 New
DADC
147
D.A. Davidson & Co
Montana
$14.4M -$2.67M -22,744 -16%
SS
148
Simplicity Solutions
Minnesota
$14.3M +$11M +93,769 +331%
BFG
149
Beacon Financial Group
Texas
$14.1M +$152K +1,316 +1%
SFS
150
Searcy Financial Services
Kansas
$14M +$14M +119,719 New