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Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.59%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.61B 22,264,000 -567,875 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.1B 9,356,418 +415,493 +5%
Wells Fargo
3
Wells Fargo
California
$744M 6,347,770 +544,421 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$715M 6,103,062 +89,333 +1%
Wealthfront Advisers
5
Wealthfront Advisers
California
$695M 5,933,117 +1,031,180 +21%
UBS Group
6
UBS Group
Switzerland
$617M 5,266,650 -117,988 -2%
Truist Financial
7
Truist Financial
North Carolina
$463M 3,949,257 +184,536 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$425M 3,626,591 -1,833,436 -34%
Citigroup
9
Citigroup
New York
$406M 3,467,130 +1,419,220 +69%
LPL Financial
10
LPL Financial
California
$390M 3,327,930 +188,864 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$312M 2,662,001 -18,446 -0.7%
HB
12
Homrich & Berg
Georgia
$293M 2,500,054 -127,859 -5%
Charles Schwab
13
Charles Schwab
California
$291M 2,486,522 -225,433 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$270M 2,302,699 +146,464 +7%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$265M 2,260,779 +64,311 +3%
Ameriprise
16
Ameriprise
Minnesota
$241M 2,065,877 +153,226 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$205M 1,750,036 -58,974 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$198M 1,691,401 +105,108 +7%
RJA
19
Raymond James & Associates
Florida
$186M 1,588,045 +197,455 +14%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$173M 1,476,722 +20,310 +1%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M 1,393,143 -21,024 -1%
S
22
SignatureFD
Georgia
$160M 1,366,579 +359,948 +36%
Osaic Holdings
23
Osaic Holdings
Arizona
$150M 1,279,538 -3,934,470 -75%
HighTower Advisors
24
HighTower Advisors
Illinois
$143M 1,222,204 +61,927 +5%
William Blair & Company
25
William Blair & Company
Illinois
$132M 1,122,553 +58,785 +6%