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Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.65B 21,259,563 +1,605,483 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.02B 8,173,158 +337,110 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$899M 7,211,031 +3,048,757 +73%
Wealthfront Advisers
4
Wealthfront Advisers
California
$734M 5,888,450 +216,383 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$692M 5,552,640 +224,596 +4%
UBS Group
6
UBS Group
Switzerland
$631M 5,061,415 +204,947 +4%
Wells Fargo
7
Wells Fargo
California
$518M 4,151,677 +375,163 +10%
CSIA
8
Charles Schwab Investment Advisory
California
$396M 3,177,027 +113,926 +4%
LPL Financial
9
LPL Financial
California
$391M 3,136,585 +186,134 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$306M 2,458,622 +170,180 +7%
HB
11
Homrich & Berg
Georgia
$293M 2,352,656 +16,722 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$252M 2,019,656 +115,272 +6%
MB
13
Mizuho Bank
Japan
$249M 2,000,000 +2,000,000 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241M 1,935,526 +9,157 +0.5%
Ameriprise
15
Ameriprise
Minnesota
$213M 1,704,793 +175,196 +11%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$201M 1,611,418 +56,825 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$186M 1,492,895 -1,020 -0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$175M 1,403,444 +152,382 +12%
RJA
19
Raymond James & Associates
Florida
$159M 1,275,398 +66,544 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$148M 1,190,759 +106,904 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$138M 1,109,374 -72,418 -6%
William Blair & Company
22
William Blair & Company
Illinois
$129M 1,034,416 +77,736 +8%
Truist Financial
23
Truist Financial
North Carolina
$119M 952,150 +944,420 +12,218%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$111M 892,644 +43,169 +5%
ZB
25
Zions Bancorporation
Utah
$110M 880,253 +7,989 +0.9%