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Vanguard Dividend Appreciation ETF

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.08B 21,270,158 +5,441,913 +34%
Morgan Stanley
2
Morgan Stanley
New York
$744M 7,590,755 +956,438 +14%
UBS Group
3
UBS Group
Switzerland
$592M 6,045,102 +1,790,054 +42%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$531M 5,421,888 +4,700,605 +652%
Wealthfront Advisers
5
Wealthfront Advisers
California
$528M 5,388,563 +5,388,563 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$461M 4,710,245 +82,487 +2%
CSIA
7
Charles Schwab Investment Advisory
California
$359M 3,660,890 -939,619 -20%
Wells Fargo
8
Wells Fargo
California
$331M 3,380,088 +491,096 +17%
LPL Financial
9
LPL Financial
California
$259M 2,645,107 +189,130 +8%
HB
10
Homrich & Berg
Georgia
$214M 2,186,689 +112,059 +5%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$211M 2,154,250 +379,086 +21%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204M 2,085,973 -2,584 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$184M 1,873,457 +366,295 +24%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$152M 1,548,670 +132,018 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$140M 1,425,038 -573,883 -29%
Goldman Sachs
16
Goldman Sachs
New York
$139M 1,418,561 +890,478 +169%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$119M 1,213,739 +507,719 +72%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$115M 1,176,002 +218,027 +23%
Ameriprise
19
Ameriprise
Minnesota
$115M 1,179,920 +145,886 +14%
HighTower Advisors
20
HighTower Advisors
Illinois
$97.7M 997,936 +40,077 +4%
William Blair & Company
21
William Blair & Company
Illinois
$91.4M 933,569 +47,140 +5%
RJA
22
Raymond James & Associates
Florida
$84M 857,963 +152,779 +22%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$83M 847,578 +94,527 +13%
S
24
SignatureFD
Georgia
$77.3M 789,151 +241,894 +44%
SHCM
25
Stokes & Hubbell Capital Management
Louisiana
$73.4M 749,789 +22,732 +3%