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Vanguard Dividend Appreciation ETF

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
176
Osborne Partners Capital Management
California
$11.8M -$417K -3,240 -3%
Northern Trust
177
Northern Trust
Illinois
$11.8M -$13.4K -104 -0.1%
HT
178
Hefren-Tillotson
Pennsylvania
$11.7M -$39.9K -310 -0.3%
AMG
179
Asset Management Group
Connecticut
$11.6M -$4.89K -38 -0%
JGIA
180
Jackson Grant Investment Advisers
Connecticut
$11.5M +$314K +2,443 +3%
SC
181
Scotia Capital
Ontario, Canada
$11.5M +$260K +2,019 +2%
BMCM
182
Bryn Mawr Capital Management
Pennsylvania
$11.5M -$119K -927 -1%
FWP
183
FAS Wealth Partners
Kansas
$11.5M +$864K +6,712 +8%
FFWA
184
FRG Family Wealth Advisors
Washington
$11.2M -$153K -1,189 -1%
HSA
185
HBK Sorce Advisory
Pennsylvania
$11.2M -$138K -1,075 -1%
RFM
186
Royal Fund Management
Florida
$11.1M +$5.48M +42,599 +98%
CFS
187
CRA Financial Services
New Jersey
$10.9M +$457K +3,553 +4%
EDRIA
188
Edmonds Duncan Registered Investment Advisors
Kansas
$10.8M +$53.5K +416 +0.5%
PA
189
PFG Advisors
Arizona
$10.7M +$525K +3,998 +5%
HFS
190
Howard Financial Services
Texas
$10.7M -$525K -4,082 -5%
SPIA
191
Steward Partners Investment Advisory
New York
$10.7M +$2.06M +16,044 +24%
PIMG
192
Patriot Investment Management Group
Tennessee
$10.5M -$836K -6,497 -7%
MIAN
193
Mariner Independent Advisor Network
Kansas
$10.4M +$1.51M +11,740 +17%
LNB
194
Ledyard National Bank
$10.4M -$940K -7,309 -8%
CAM
195
Cozad Asset Management
Illinois
$10.3M +$124K +965 +1%
WT
196
Whittier Trust
California
$10.3M -$452K -3,516 -4%
SWP
197
Stratos Wealth Partners
Ohio
$10.3M -$527K -4,098 -5%
Mirae Asset Global Investments
198
Mirae Asset Global Investments
South Korea
$10.3M +$176K +1,370 +2%
ACM
199
Allred Capital Management
Texas
$10.2M -$219K -1,703 -2%
FHA
200
Flagship Harbor Advisors
Massachusetts
$10.2M -$768K -5,970 -7%