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Vanguard Dividend Appreciation ETF

717 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
Holders
717
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
1.95%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.8M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
251
Buckingham Strategic Wealth
Missouri
$1.94M -$97.3K -1,027 -5%
CCFCSB
252
Cape Cod Five Cents Savings Bank
Massachusetts
$1.94M -$74.4K -785 -4%
RWMH
253
Riverpoint Wealth Management Holdings
Illinois
$1.94M -$48.6K -510 -2%
VC
254
Vicus Capital
Pennsylvania
$1.91M +$27.4K +289 +1%
RWA
255
Ropes Wealth Advisors
Massachusetts
$1.91M -$1.19M -12,569 -38%
Bessemer Group
256
Bessemer Group
New Jersey
$1.89M +$64.1K +676 +4%
SWPG
257
Strategic Wealth Partners Group
Illinois
$1.89M +$219K +2,308 +13%
SAM
258
Smithbridge Asset Management
Pennsylvania
$1.89M +$1.27M +13,365 +203%
MAA
259
Mraz Amerine & Associates
California
$1.88M -$156K -1,650 -8%
NFG
260
Next Financial Group
Texas
$1.88M +$255K +2,653 +16%
JIC
261
JRM Investment Counsel
Nebraska
$1.87M +$727K +7,665 +64%
FWP
262
FAS Wealth Partners
Kansas
$1.86M +$52.6K +555 +3%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$1.81M
BAM
264
Belpointe Asset Management
Nevada
$1.8M +$1.8M +19,007 New
IH
265
IFC Holdings
Florida
$1.79M +$706K +7,450 +65%
MLFP
266
MPS Loria Financial Planners
Illinois
$1.75M -$22.8K -240 -1%
JFG
267
JMG Financial Group
Illinois
$1.74M -$96.2K -1,015 -5%
AWM
268
AE Wealth Management
Kansas
$1.73M -$66.3K -699 -4%
OC
269
Oppenheimer & Co
New York
$1.7M -$144K -1,518 -8%
HWA
270
Heritage Wealth Advisors
Virginia
$1.7M -$23K -242 -1%
HIC
271
Holderness Investments Company
North Carolina
$1.69M -$18.7K -197 -1%
GFPC
272
Global Financial Private Capital
Florida
$1.67M +$1.67M +17,636 New
BWM
273
BerganKDV Wealth Management
Minnesota
$1.67M -$6.64K -70 -0.4%
JIC
274
Johnson Investment Counsel
Ohio
$1.66M +$149K +1,572 +10%
PA
275
Pinnacle Associates
New York
$1.65M +$33.2K +350 +2%