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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 %
BIAS
176
Beacon Investment Advisory Services
New Jersey
$8.86M +$8.36M +69,873 +1,662%
TCM
177
Tuttle Capital Management
Connecticut
$8.75M -$4.89M -41,308 -36%
SPC
178
Sigma Planning Corp
Michigan
$8.74M +$83.6K +699 +1%
HFS
179
Howard Financial Services
Texas
$8.7M +$1.17M +9,792 +16%
CWM
180
Cornerstone Wealth Management
Missouri
$8.47M +$143K +1,196 +2%
FFS
181
Founders Financial Securities
Maryland
$8.43M +$7.29M +60,926 +635%
Lido Advisors
182
Lido Advisors
California
$8.43M -$718K -6,008 -8%
DMC
183
Drexel Morgan & Co
Pennsylvania
$8.41M -$45.8K -383 -0.5%
KL
184
KWMG LLC
Kansas
$8.38M -$3.83K -32 -0%
JFA
185
Johanson Financial Advisors
California
$8.28M +$250K +2,092 +3%
PFA
186
Paradigm Financial Advisors
Missouri
$8.24M +$275K +2,297 +3%
SWP
187
Stratos Wealth Partners
Ohio
$8.21M +$649K +5,426 +9%
AAS
188
Avantax Advisory Services
Texas
$8.06M +$367K +3,068 +5%
DCM
189
Donaldson Capital Management
Indiana
$8.02M -$326K -2,727 -4%
CCM
190
Coldstream Capital Management
Washington
$8.02M -$455K -3,806 -5%
EVM
191
Eaton Vance Management
Massachusetts
$7.95M +$75.3K +630 +1%
TF
192
TIAA FSB
Florida
$7.95M -$129K -1,075 -2%
RSWM
193
Robertson Stephens Wealth Management
California
$7.76M +$4.12M +34,469 +113%
CG
194
Colony Group
Massachusetts
$7.72M +$506K +4,234 +7%
FHA
195
Flagship Harbor Advisors
Massachusetts
$7.71M +$608K +5,081 +9%
RIA
196
Regal Investment Advisors
Michigan
$7.56M -$330K -2,760 -4%
WI
197
Wintrust Investments
Illinois
$7.53M +$138K +1,151 +2%
Citadel Advisors
198
Citadel Advisors
Florida
$7.53M +$2.21M +18,451 +41%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$7.5M +$183K +1,532 +3%
PA
200
PFG Advisors
Arizona
$7.5M +$321K +2,738 +4%