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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Segment Wealth Management
Texas
$2.16M +$598K +5,861 +38%
HFA
277
Huber Financial Advisors
Illinois
$2.16M +$2.16M +21,174 New
JFG
278
JMG Financial Group
Illinois
$2.1M +$231K +2,267 +12%
FWP
279
FAS Wealth Partners
Kansas
$2.09M +$85K +833 +4%
RWMH
280
Riverpoint Wealth Management Holdings
Illinois
$2.08M +$9.29K +91 +0.4%
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$2.02M +$455K +4,462 +29%
VC
282
Vicus Capital
Pennsylvania
$2.01M -$41.1K -403 -2%
NFG
283
Next Financial Group
Texas
$2.01M +$5.21K +51 +0.3%
Bessemer Group
284
Bessemer Group
New Jersey
$1.98M -$53.9K -528 -3%
SSWM
285
Sheets Smith Wealth Management
North Carolina
$1.97M +$20.5K +201 +1%
AI
286
Atria Investments
North Carolina
$1.97M +$243K +2,383 +14%
CM
287
Cornerstone Management
Georgia
$1.95M -$219K -2,142 -10%
PA
288
Pinnacle Associates
New York
$1.95M +$175K +1,718 +10%
TVWM
289
Tower View Wealth Management
Wisconsin
$1.95M +$1.95M +19,087 New
CCFCSB
290
Cape Cod Five Cents Savings Bank
Massachusetts
$1.94M -$151K -1,480 -7%
HIC
291
Holderness Investments Company
North Carolina
$1.92M +$108K +1,054 +6%
NIM
292
Northeast Investment Management
Massachusetts
$1.89M +$180K +1,769 +11%
MAA
293
Mraz Amerine & Associates
California
$1.87M -$156K -1,530 -8%
IH
294
IFC Holdings
Florida
$1.87M -$53.9K -528 -3%
AWM
295
Aevitas Wealth Management
Massachusetts
$1.86M +$1.86M +18,244 New
LA
296
LexAurum Advisors
Kansas
$1.84M +$1.84M +17,384 New
HWA
297
Heritage Wealth Advisors
Virginia
$1.82M +$1.53K +15 +0.1%
B
298
Brightworth
Georgia
$1.82M +$216K +2,114 +13%
OC
299
Oppenheimer & Co
New York
$1.81M -$23.5K -230 -1%
HNB
300
Huntington National Bank
Ohio
$1.8M -$1.64M