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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
CM
251
Cornerstone Management
Georgia
$2.02M +$6.81K +73 +0.3%
BSW
252
Buckingham Strategic Wealth
Missouri
$1.94M -$95.8K -1,027 -5%
CCFCSB
253
Cape Cod Five Cents Savings Bank
Massachusetts
$1.94M -$73.2K -785 -4%
RWMH
254
Riverpoint Wealth Management Holdings
Illinois
$1.94M -$47.6K -510 -2%
VC
255
Vicus Capital
Pennsylvania
$1.91M +$27K +289 +1%
RWA
256
Ropes Wealth Advisors
Massachusetts
$1.91M -$1.17M -12,569 -38%
Bessemer Group
257
Bessemer Group
New Jersey
$1.89M +$63.1K +676 +4%
SWPG
258
Strategic Wealth Partners Group
Illinois
$1.89M +$215K +2,308 +13%
SAM
259
Smithbridge Asset Management
Pennsylvania
$1.89M +$1.25M +13,365 +203%
MAA
260
Mraz Amerine & Associates
California
$1.88M -$154K -1,650 -8%
NFG
261
Next Financial Group
Texas
$1.88M +$248K +2,653 +16%
JIC
262
JRM Investment Counsel
Nebraska
$1.87M +$715K +7,665 +64%
FWP
263
FAS Wealth Partners
Kansas
$1.86M +$51.8K +555 +3%
SSWM
264
Sheets Smith Wealth Management
North Carolina
$1.81M
BAM
265
Belpointe Asset Management
Nevada
$1.8M +$1.77M +19,007 New
IH
266
IFC Holdings
Florida
$1.79M +$695K +7,450 +65%
MLFP
267
MPS Loria Financial Planners
Illinois
$1.75M -$22.4K -240 -1%
JFG
268
JMG Financial Group
Illinois
$1.74M -$94.7K -1,015 -5%
AWM
269
AE Wealth Management
Kansas
$1.73M -$65.2K -699 -4%
OC
270
Oppenheimer & Co
New York
$1.7M -$142K -1,518 -8%
HWA
271
Heritage Wealth Advisors
Virginia
$1.7M -$22.6K -242 -1%
HIC
272
Holderness Investments Company
North Carolina
$1.69M -$18.4K -197 -1%
GFPC
273
Global Financial Private Capital
Florida
$1.67M +$1.65M +17,636 New
BWM
274
BerganKDV Wealth Management
Minnesota
$1.67M -$6.53K -70 -0.4%
JIC
275
Johnson Investment Counsel
Ohio
$1.66M +$147K +1,572 +10%