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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
MI
301
Mercer Investments
Massachusetts
$1.43M +$2.24K +24 +0.2%
BAM
302
Berkshire Asset Management
Pennsylvania
$1.43M
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42M
ASN
304
Advisory Services Network
Georgia
$1.41M +$307K +3,291 +28%
BAC
305
Boys Arnold & Co
North Carolina
$1.41M
CB
306
Community Bank
New York
$1.41M
RCA
307
Rowland Carmichael Advisors
Arizona
$1.4M -$117K -1,257 -8%
MIH
308
Madison Investment Holdings
Wisconsin
$1.39M -$42K -450 -3%
Millennium Management
309
Millennium Management
New York
$1.38M +$712K +7,634 +111%
RWM
310
Ritholtz Wealth Management
New York
$1.37M -$9.24K -99 -0.7%
DSC
311
Duncker Streett & Co
Missouri
$1.36M +$6.44K +69 +0.5%
BWA
312
BDO Wealth Advisors
Florida
$1.36M -$436K -4,672 -25%
MRC
313
Millburn Ridgefield Corp
New York
$1.35M -$540K -5,784 -29%
FA
314
FDx Advisors
Illinois
$1.33M +$169K +1,813 +15%
AEPG
315
American Economic Planning Group
New Jersey
$1.31M +$142K +1,522 +12%
IWA
316
IBEX Wealth Advisors
New Jersey
$1.3M +$21.1K +226 +2%
PAS
317
Partnervest Advisory Services
California
$1.29M -$54.1K -580 -4%
LWCFA
318
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M -$39.7K -425 -3%
CG
319
Caprock Group
Idaho
$1.28M +$4.76K +51 +0.4%
Chevy Chase Trust
320
Chevy Chase Trust
Maryland
$1.27M +$681K +7,300 +119%
MIAN
321
Mariner Independent Advisor Network
Kansas
$1.26M -$18.7K -200 -1%
CA
322
Clearstead Advisors
Ohio
$1.26M
BFO
323
Boston Family Office
Massachusetts
$1.25M +$369K +3,960 +43%
GS
324
Girard Securities
California
$1.25M
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$1.24M +$133K +1,426 +12%