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Vanguard Dividend Appreciation ETF

911 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
276
Kovack Advisors
Florida
$2.51M +$53K +493 +2%
MGIA
277
Matthew Goff Investment Advisor
Texas
$2.48M -$117K -1,089 -5%
NWS
278
Newport Wealth Strategies
California
$2.46M +$645 +6 +0%
CA
279
Cornerstone Advisory
Maryland
$2.45M +$597K +5,550 +34%
LA
280
Lau Associates
Delaware
$2.4M +$323K +3,006 +16%
EHPM
281
Emery Howard Portfolio Management
California
$2.4M -$57.7K -537 -2%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$2.39M +$16.1K +150 +0.7%
WI
283
WBI Investments
New Jersey
$2.33M +$2.26M +21,046 New
CFGS
284
Concourse Financial Group Securities
Alabama
$2.32M +$2.24M +20,864 New
RWMH
285
Riverpoint Wealth Management Holdings
Illinois
$2.28M +$10K +93 +0.5%
CM
286
Cornerstone Management
Georgia
$2.27M -$82.8K -770 -4%
ABC
287
Associated Banc-Corp
Wisconsin
$2.25M +$173K +1,606 +9%
JFG
288
JMG Financial Group
Illinois
$2.24M -$40.3K -375 -2%
GFPC
289
Global Financial Private Capital
Florida
$2.23M +$255K +2,370 +13%
NIA
290
Northstar Investment Advisors
Colorado
$2.23M +$27.8K +259 +1%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$2.22M
LA
292
LexAurum Advisors
Kansas
$2.21M +$118K +1,097 +6%
SWP
293
Strategic Wealth Partners
Ohio
$2.2M -$245K -2,279 -10%
GRP
294
Global Retirement Partners
California
$2.17M +$5.38K +50 +0.3%
VDI
295
Vaughan David Investments
Illinois
$2.15M +$428K +3,982 +26%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$2.13M -$69.9K -650 -3%
OIA
297
OneDigital Investment Advisors
Kansas
$2.13M +$183K +1,699 +10%
EWA
298
EP Wealth Advisors
California
$2.13M +$259K +2,412 +14%
MHS
299
M Holdings Securities
Oregon
$2.12M +$9.89K +92 +0.5%
BCA
300
Berman Capital Advisors
Georgia
$2.11M +$43.6K +406 +2%