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Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
251
Versant Capital Management
Arizona
$2.68M -$246K -2,413 -8%
RJT
252
Raymond James Trust
Florida
$2.64M -$32.1K -315 -1%
TFS
253
TrustCore Financial Services
Tennessee
$2.63M +$107K +1,054 +4%
TCOV
254
Trust Company of Vermont
Vermont
$2.6M +$22.2K +218 +0.9%
AWM
255
AE Wealth Management
Kansas
$2.57M +$233K +2,287 +10%
BOH
256
Bank of Hawaii
Hawaii
$2.55M -$10.2K -100 -0.4%
RC
257
Rinet Company
Massachusetts
$2.53M +$2.53M +24,864 New
HCM
258
HMS Capital Management
Tennessee
$2.49M +$1.85M +18,114 +285%
SPC
259
Sigma Planning Corp
Michigan
$2.48M -$62.2K -610 -2%
TFO
260
Tarbox Family Office
California
$2.47M -$237K -2,326 -9%
SCI
261
S&CO Inc
Massachusetts
$2.47M
CL
262
Choreo LLC
Illinois
$2.42M -$9.17M -89,933 -79%
NWS
263
Newport Wealth Strategies
California
$2.41M -$1.81M -17,768 -43%
SAM
264
Smithbridge Asset Management
Pennsylvania
$2.33M +$99.4K +975 +4%
GI
265
Glovista Investments
New Jersey
$2.3M -$583K -5,720 -20%
GA
266
Greytown Advisors
Florida
$2.3M
B
267
Bridgeworth
Alabama
$2.26M -$353K -3,463 -13%
EHPM
268
Emery Howard Portfolio Management
California
$2.26M +$4.69K +46 +0.2%
KA
269
Kovack Advisors
Florida
$2.25M -$1.97M -19,318 -47%
SWP
270
Strategic Wealth Partners
Ohio
$2.25M -$1.23M -12,033 -35%
NIM
271
Northeast Investment Management
Massachusetts
$2.24M +$54.6K +536 +2%
AFP
272
Ausdal Financial Partners
Iowa
$2.22M +$696K +6,828 +45%
B
273
Brightworth
Georgia
$2.2M +$316K +3,101 +17%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$2.18M -$108K -1,059 -5%
CM
275
Cornerstone Management
Georgia
$2.16M +$29.1K +285 +1%