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Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
226
Capital Directions Investment Advisors
Georgia
$2.66M -$72.8K -780 -3%
FHA
227
Flagship Harbor Advisors
Massachusetts
$2.64M +$86.7K +929 +3%
PCP
228
Proficio Capital Partners
Massachusetts
$2.64M -$67.3K -721 -3%
LGWM
229
Litman Gregory Wealth Management
California
$2.58M +$2.29M +24,500 +886%
HC
230
Henshaw Capital
Massachusetts
$2.56M
AP
231
Appleton Partners
Massachusetts
$2.55M -$1.97M -21,149 -44%
RFS
232
Rockefeller Financial Services
New York
$2.53M
TFO
233
Tarbox Family Office
California
$2.52M -$116K -1,244 -4%
SPL
234
Smart Portfolios LLC
Washington
$2.52M -$73.1K -783 -3%
VFA
235
Voya Financial Advisors
Connecticut
$2.47M +$291K +3,118 +14%
SPC
236
Sigma Planning Corp
Michigan
$2.46M +$20.9K +224 +0.9%
RA
237
RFG Advisory
Alabama
$2.44M +$113K +1,215 +5%
BOH
238
Bank of Hawaii
Hawaii
$2.4M -$60.6K -650 -3%
RJT
239
Raymond James Trust
Florida
$2.39M -$34.1K -366 -1%
TCOV
240
Trust Company of Vermont
Vermont
$2.38M +$41.2K +442 +2%
ACI
241
Alpha Cubed Investments
California
$2.38M +$299K +3,207 +15%
CTA
242
Chesley Taft & Associates
Illinois
$2.38M -$5.5K -59 -0.2%
CAG
243
Crestwood Advisors Group
Massachusetts
$2.35M -$29.9K -320 -1%
SCI
244
S&CO Inc
Massachusetts
$2.3M +$2.8K +30 +0.1%
VA
245
Valmark Advisers
Ohio
$2.3M +$310K +3,322 +16%
MHS
246
M Holdings Securities
Oregon
$2.23M -$92.3K -989 -4%
CB
247
Chemical Bank
Michigan
$2.21M -$1.31M -14,059 -38%
NIA
248
Northstar Investment Advisors
Colorado
$2.13M -$4.2K -45 -0.2%
IFWM
249
Institute for Wealth Management
Colorado
$2.11M -$4.76K -51 -0.2%
ABC
250
Associated Banc-Corp
Wisconsin
$2.05M +$116K +1,247 +6%