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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 %
MWP
151
MYCIO Wealth Partners
Pennsylvania
$10.4M +$46.8K +391 +0.5%
JGIA
152
Jackson Grant Investment Advisers
Connecticut
$10.4M +$17.1K +143 +0.2%
BMCM
153
Bryn Mawr Capital Management
Pennsylvania
$10.4M -$128K -1,072 -1%
AMG
154
Asset Management Group
Connecticut
$10.1M +$45.4K +380 +0.4%
PWP
155
Principle Wealth Partners
Connecticut
$10.1M +$1.57M +13,106 +18%
BCI
156
Brinker Capital Investments
Pennsylvania
$10.1M -$1.2M -10,054 -11%
REMPR
157
Roof Eidam Maycock Peralta (REMP)
California
$10M +$1.31M +10,943 +15%
JIC
158
JRM Investment Counsel
Nebraska
$10M +$8.11M +67,791 +425%
PIMG
159
Patriot Investment Management Group
Tennessee
$9.98M +$856K +8,013 +9%
SC
160
Scotia Capital
Ontario, Canada
$9.94M -$535K -4,478 -5%
SFM
161
Signet Financial Management
New Jersey
$9.75M -$595K -4,939 -6%
A
162
AdvicePeriod
California
$9.69M +$158K +1,324 +2%
NF
163
Nikulski Financial
Iowa
$9.58M +$40.6K +341 +0.4%
JSL
164
JT Stratford LLC
Georgia
$9.55M -$2.18M -18,304 -19%
HSA
165
HBK Sorce Advisory
Pennsylvania
$9.42M -$45.1K -377 -0.5%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$9.4M +$4.05M +33,888 +76%
ACP
167
Ashfield Capital Partners
California
$9.34M +$9.34M +78,107 New
HPC
168
HM Payson & Co
Maine
$9.3M -$102K -857 -1%
BWM
169
BT Wealth Management
Georgia
$9.24M +$69.6K +582 +0.8%
PP
170
PDS Planning
Ohio
$9.24M +$237K +1,984 +3%
EDRIA
171
Edmonds Duncan Registered Investment Advisors
Kansas
$9.17M -$518K -4,329 -5%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$9.13M +$8.76M +73,247 +2,339%
MWM
173
Modera Wealth Management
New Jersey
$9.1M -$211K -1,767 -2%
Northern Trust
174
Northern Trust
Illinois
$9.09M +$1.73M +14,541 +24%
CFS
175
CRA Financial Services
New Jersey
$9.01M +$227K +1,897 +3%