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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.

Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.61%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.36B 22,831,875 +1,572,312 +7%
Morgan Stanley
2
Morgan Stanley
New York
$924M 8,940,925 +767,767 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$622M 6,013,729 +461,089 +8%
Wells Fargo
4
Wells Fargo
California
$600M 5,803,349 +1,651,672 +40%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$565M 5,460,027 -1,751,004 -24%
UBS Group
6
UBS Group
Switzerland
$557M 5,384,638 +323,223 +6%
Wealthfront Advisers
7
Wealthfront Advisers
California
$507M 4,901,937 -986,513 -17%
Truist Financial
8
Truist Financial
North Carolina
$389M 3,764,721 +2,812,571 +295%
LPL Financial
9
LPL Financial
California
$325M 3,139,066 +2,481 +0.1%
Charles Schwab
10
Charles Schwab
California
$280M 2,711,955 +2,711,955 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$277M 2,680,447 +221,825 +9%
HB
12
Homrich & Berg
Georgia
$272M 2,627,913 +275,257 +12%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$227M 2,196,468 +585,050 +36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$223M 2,156,235 +136,579 +7%
Citigroup
15
Citigroup
New York
$212M 2,047,910 +1,774,437 +649%
Ameriprise
16
Ameriprise
Minnesota
$198M 1,912,651 +207,858 +12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$187M 1,809,010 +699,636 +63%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$164M 1,586,293 +93,398 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$151M 1,456,412 +52,968 +4%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M 1,414,167 -521,359 -27%
RJA
21
Raymond James & Associates
Florida
$144M 1,390,590 +115,192 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$129M 5,214,008 +5,214,008 New
HighTower Advisors
23
HighTower Advisors
Illinois
$120M 1,160,277 -30,482 -3%
William Blair & Company
24
William Blair & Company
Illinois
$110M 1,063,768 +29,352 +3%
S
25
SignatureFD
Georgia
$104M 1,006,631 +154,474 +18%