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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 %
SWP
201
Stratos Wealth Partners
Ohio
$7.62M +$114K +1,100 +2%
DWM
202
Darwin Wealth Management
Florida
$7.42M +$665K +6,449 +10%
A
203
AdvicePeriod
California
$7.34M +$56.2K +544 +0.8%
SPC
204
Sigma Planning Corp
Michigan
$7.27M -$725K -7,013 -9%
PFA
205
Paradigm Financial Advisors
Missouri
$7.27M +$15.1K +146 +0.2%
DMC
206
Drexel Morgan & Co
Pennsylvania
$7.27M +$7.65K +74 +0.1%
VWA
207
Visionary Wealth Advisors
Illinois
$7.14M +$2.69M +25,985 +60%
IWP
208
IAG Wealth Partners
Wisconsin
$7.13M +$1.46M +14,162 +26%
SCA
209
Snowden Capital Advisors
New York
$6.98M +$572K +5,534 +9%
AWM
210
AE Wealth Management
Kansas
$6.98M -$2.43M -23,480 -26%
VWM
211
Vigilare Wealth Management
Arizona
$6.95M +$275K +2,658 +4%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$6.94M -$331K -3,202 -5%
CWM
213
Cornerstone Wealth Management
Missouri
$6.91M +$81K +783 +1%
PA
214
Parallel Advisors
California
$6.75M +$618K +5,982 +10%
EVM
215
Eaton Vance Management
Massachusetts
$6.71M -$475K -4,591 -7%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$6.68M -$251K -2,424 -4%
CCM
217
Coldstream Capital Management
Washington
$6.62M +$182K +1,759 +3%
RCA
218
Resonant Capital Advisors
Wisconsin
$6.61M +$2.03M +19,679 +45%
WI
219
Wintrust Investments
Illinois
$6.5M -$304K -2,938 -4%
TF
220
TIAA FSB
Florida
$6.46M -$393K -3,797 -6%
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$6.31M
CIC
222
Carnegie Investment Counsel
Ohio
$6.24M -$93.7K -906 -1%
CA
223
Cornerstone Advisory
Maryland
$6.04M +$2.02M +19,547 +50%
MW
224
Marcum Wealth
Ohio
$6M +$394K +3,813 +7%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$5.89M +$687K +6,647 +13%