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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
PA
276
Pinnacle Associates
New York
$1.65M +$32.7K +350 +2%
AFP
277
Ausdal Financial Partners
Iowa
$1.64M -$146K -1,569 -8%
HNB
278
Huntington National Bank
Ohio
$1.64M
IF
279
IRON Financial
Illinois
$1.62M +$2.89K +31 +0.2%
AI
280
Atria Investments
North Carolina
$1.6M +$407K +4,366 +35%
VHAM
281
Van Hulzen Asset Management
California
$1.59M +$1.14M +12,270 +272%
CA
282
Cornerstone Advisory
Maryland
$1.59M +$93.3K +1,000 +6%
NIM
283
Northeast Investment Management
Massachusetts
$1.58M +$491K +5,266 +46%
M
284
MOTCO
Texas
$1.57M -$222K -2,379 -13%
BRF
285
B. Riley Financial
California
$1.57M +$36.1K +387 +2%
AWMG
286
Alliance Wealth Management Group
New Jersey
$1.55M +$778K +8,335 +103%
Natixis Advisors
287
Natixis Advisors
Massachusetts
$1.53M +$79K +847 +6%
WBG
288
Wharton Business Group
Pennsylvania
$1.5M -$425K -4,555 -22%
CIBC World Market
289
CIBC World Market
Ontario, Canada
$1.5M +$282K +3,027 +24%
KLI
290
Kelman-Lazarov Inc
Tennessee
$1.49M -$132K -1,412 -8%
B
291
Brightworth
Georgia
$1.49M +$631K +6,762 +76%
YWP
292
YorkBridge Wealth Partners
New York
$1.48M +$54.6K +585 +4%
HCMT
293
Highland Capital Management (Tennessee)
Tennessee
$1.48M +$53.4K +572 +4%
LCS
294
Levin Capital Strategies
New York
$1.47M +$1.45M +15,500 New
SWM
295
Segment Wealth Management
Texas
$1.46M -$187 -2 -0%
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$1.45M -$1.68K -18 -0.1%
MCM
297
Millie Capital Management
California
$1.45M -$27.7K -297 -2%
TD Asset Management
298
TD Asset Management
Ontario, Canada
$1.44M -$86.8K -930 -6%
PSUF
299
People's United Financial
Connecticut
$1.44M +$139K +1,495 +11%
ECAM
300
East Coast Asset Management
Massachusetts
$1.44M -$14K -150 -1%