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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 %
VA
176
Valmark Advisers
Ohio
$10.6M -$109K -931 -1%
BMCM
177
Bryn Mawr Capital Management
Pennsylvania
$10.6M +$524K +4,476 +5%
AMG
178
Asset Management Group
Connecticut
$10.5M +$49.7K +424 +0.5%
TFA
179
Transamerica Financial Advisors
Florida
$10.4M +$10.4M +89,020 +556,375%
BIAS
180
Beacon Investment Advisory Services
New Jersey
$10.4M +$311K +2,653 +3%
FFWA
181
FRG Family Wealth Advisors
Washington
$10.4M -$165K -1,405 -2%
HSA
182
HBK Sorce Advisory
Pennsylvania
$10.3M -$298K -2,540 -3%
LNB
183
Ledyard National Bank
$10.3M -$138K -1,180 -1%
SC
184
Scotia Capital
Ontario, Canada
$10.3M -$168K -1,428 -2%
PIMG
185
Patriot Investment Management Group
Tennessee
$10.3M +$169K +1,442 +2%
HFS
186
Howard Financial Services
Texas
$10.2M -$2.16M -18,464 -17%
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$10.2M +$262K +2,233 +3%
ECM
188
Evergreen Capital Management
Washington
$10.1M -$166K -1,418 -2%
FHA
189
Flagship Harbor Advisors
Massachusetts
$9.97M +$1.06M +9,076 +12%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$9.91M +$473K +4,040 +5%
SWP
191
Stratos Wealth Partners
Ohio
$9.82M +$1.18M +10,067 +14%
WT
192
Whittier Trust
California
$9.76M +$56.8K +485 +0.6%
EDRIA
193
Edmonds Duncan Registered Investment Advisors
Kansas
$9.74M -$101K -864 -1%
FWP
194
FAS Wealth Partners
Kansas
$9.65M +$4.22M +36,022 +78%
CFS
195
CRA Financial Services
New Jersey
$9.53M +$230K +1,966 +2%
ACM
196
Allred Capital Management
Texas
$9.51M +$446K +3,803 +5%
ICMP
197
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.31M -$170K -1,446 -2%
FC
198
Fusion Capital
South Carolina
$9.29M -$53.3K -455 -0.6%
CAM
199
Cozad Asset Management
Illinois
$9.27M +$9.27M +79,146 New
ACP
200
Ashfield Capital Partners
California
$9.27M +$34.2K +292 +0.4%