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Vanguard Dividend Appreciation ETF

856 hedge funds and large institutions have $9.76B 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
Holders
856
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
$6.48M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
251
Raymond James Trust
Florida
$2.64M -$32K -315 -1%
TFS
252
TrustCore Financial Services
Tennessee
$2.63M +$107K +1,054 +4%
TCOV
253
Trust Company of Vermont
Vermont
$2.6M +$22.2K +218 +0.9%
AWM
254
AE Wealth Management
Kansas
$2.57M +$232K +2,287 +10%
BOH
255
Bank of Hawaii
Hawaii
$2.55M -$10.2K -100 -0.4%
RC
256
Rinet Company
Massachusetts
$2.53M +$2.53M +24,864 New
HCM
257
HMS Capital Management
Tennessee
$2.49M +$1.84M +18,114 +285%
SPC
258
Sigma Planning Corp
Michigan
$2.48M -$62K -610 -2%
TFO
259
Tarbox Family Office
California
$2.47M -$236K -2,326 -9%
SCI
260
S&CO Inc
Massachusetts
$2.47M
CL
261
Choreo LLC
Illinois
$2.42M -$9.19M -89,933 -79%
NWS
262
Newport Wealth Strategies
California
$2.41M -$1.81M -17,768 -43%
SAM
263
Smithbridge Asset Management
Pennsylvania
$2.34M +$99.1K +975 +4%
GI
264
Glovista Investments
New Jersey
$2.3M -$581K -5,720 -20%
GA
265
Greytown Advisors
Florida
$2.3M
B
266
Bridgeworth
Alabama
$2.26M -$352K -3,463 -13%
EHPM
267
Emery Howard Portfolio Management
California
$2.26M +$4.67K +46 +0.2%
KA
268
Kovack Advisors
Florida
$2.25M -$1.96M -19,318 -47%
SWP
269
Strategic Wealth Partners
Ohio
$2.25M -$1.22M -12,033 -35%
NIM
270
Northeast Investment Management
Massachusetts
$2.24M +$54.5K +536 +2%
AFP
271
Ausdal Financial Partners
Iowa
$2.22M +$694K +6,828 +45%
B
272
Brightworth
Georgia
$2.2M +$315K +3,101 +17%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$2.18M -$108K -1,059 -5%
CM
274
Cornerstone Management
Georgia
$2.16M +$29K +285 +1%
LWAC
275
Laurel Wealth Advisors (California)
California
$2.16M +$1.55M +15,267 +256%