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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
151
Valmark Advisers
Ohio
$12M -$1.12M -8,952 -9%
CFA
152
Cahill Financial Advisors
Minnesota
$11.9M +$1.07M +8,544 +10%
PWW
153
Pettyjohn Wood & White
Virginia
$11.9M -$74.8K -600 -0.6%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$11.7M +$6.53M +52,401 +126%
SPIA
155
Steward Partners Investment Advisory
New York
$11.6M -$3.44M -27,629 -23%
MWA
156
Martel Wealth Advisors
Washington
$11.5M -$148K -1,190 -1%
PA
157
Paracle Advisors
Washington
$11.4M -$254K -2,035 -2%
AWM
158
AE Wealth Management
Kansas
$11.3M +$4.32M +34,630 +61%
WFWM
159
Wechter Feldman Wealth Management
New Jersey
$11.3M -$416K -3,341 -4%
EDRIA
160
Edmonds Duncan Registered Investment Advisors
Kansas
$11.2M +$1.68M +13,443 +18%
SW
161
SVB Wealth
Massachusetts
$11.2M +$5.49M +44,055 +96%
MA
162
Mutual Advisors
Nebraska
$11.2M -$200K -1,605 -2%
NF
163
Nikulski Financial
Iowa
$11.1M +$907K +7,143 +9%
FFWA
164
FRG Family Wealth Advisors
Washington
$11.1M +$5.05M +40,481 +83%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$11.1M +$620K +4,971 +6%
LNB
166
Ledyard National Bank
$11M -$188K -1,507 -2%
PWP
167
Principle Wealth Partners
Connecticut
$11M +$527K +4,227 +5%
JIC
168
JRM Investment Counsel
Nebraska
$11M +$589K +4,727 +6%
Citadel Advisors
169
Citadel Advisors
Florida
$11M +$3.17M +25,463 +40%
WT
170
Whittier Trust
California
$10.9M -$34.4K -276 -0.3%
MWP
171
MYCIO Wealth Partners
Pennsylvania
$10.9M +$51.7K +415 +0.5%
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
$10.9M +$3.48M +27,900 +47%
JGIA
173
Jackson Grant Investment Advisers
Connecticut
$10.9M +$30K +241 +0.3%
AMG
174
Asset Management Group
Connecticut
$10.9M +$284K +2,282 +3%
ICMP
175
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.8M -$181K -1,455 -2%