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Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
176
Northern Trust
Illinois
$8.75M +$634K +6,135 +8%
AIA
177
Arrow Investment Advisors
Maryland
$8.69M -$1.39M -13,438 -14%
EDRIA
178
Edmonds Duncan Registered Investment Advisors
Kansas
$8.69M -$637K -6,164 -7%
3F
179
360 Financial
Minnesota
$8.66M +$983K +9,505 +13%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$8.61M -$1.12M -10,881 -12%
WT
181
Whittier Trust
California
$8.56M -$491K -4,749 -5%
TC
182
Trilogy Capital
California
$8.41M +$1.58M +13,894 +23%
ICMP
183
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.38M -$577K -5,568 -6%
SFM
184
Signet Financial Management
New Jersey
$8.34M -$559K -5,011 -6%
FMWA
185
Forvis Mazars Wealth Advisors
Missouri
$8.33M +$1.87M +18,070 +29%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$8.3M +$271K +2,620 +3%
FC
187
Fusion Capital
South Carolina
$8.24M -$365K -3,532 -4%
CFS
188
CRA Financial Services
New Jersey
$8.2M +$173K +1,675 +2%
ACP
189
Ashfield Capital Partners
California
$8.15M +$15.5K +150 +0.2%
PWW
190
Pettyjohn Wood & White
Virginia
$8.01M -$1.84M -17,753 -19%
ACM
191
Allred Capital Management
Texas
$8M +$2.25M +21,736 +39%
CP
192
Corbenic Partners
Pennsylvania
$7.99M +$7.99M +77,251 New
FFN
193
Focus Financial Network
Minnesota
$7.91M +$695K +6,719 +10%
JFA
194
Johanson Financial Advisors
California
$7.88M -$926M -8,951,583 -99%
BEC
195
Blue Edge Capital
Virginia
$7.86M +$7.86M +76,043 New
FHA
196
Flagship Harbor Advisors
Massachusetts
$7.86M +$489K +4,731 +7%
ECM
197
ETrade Capital Management
Virginia
$7.83M +$1.36M +13,127 +21%
PA
198
PFG Advisors
Arizona
$7.75M +$476K +4,249 +7%
AAS
199
Avantax Advisory Services
Texas
$7.67M -$2.31M -22,305 -23%
FEG
200
Financial Enhancement Group
Indiana
$7.64M -$11.4M -110,413 -60%