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Vanguard Dividend Appreciation ETF

717 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
Holders
717
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
1.95%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.8M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
301
Berkshire Asset Management
Pennsylvania
$1.43M
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42M
ASN
303
Advisory Services Network
Georgia
$1.41M +$312K +3,291 +28%
BAC
304
Boys Arnold & Co
North Carolina
$1.41M
CB
305
Community Bank
New York
$1.41M
RCA
306
Rowland Carmichael Advisors
Arizona
$1.4M -$119K -1,257 -8%
MIH
307
Madison Investment Holdings
Wisconsin
$1.39M -$42.7K -450 -3%
Millennium Management
308
Millennium Management
New York
$1.38M +$724K +7,634 +111%
RWM
309
Ritholtz Wealth Management
New York
$1.37M -$9.39K -99 -0.7%
DSC
310
Duncker Streett & Co
Missouri
$1.36M +$6.54K +69 +0.5%
BWA
311
BDO Wealth Advisors
Florida
$1.36M -$443K -4,672 -25%
MRC
312
Millburn Ridgefield Corp
New York
$1.35M -$548K -5,784 -29%
FA
313
FDx Advisors
Illinois
$1.34M +$172K +1,813 +15%
AEPG
314
American Economic Planning Group
New Jersey
$1.31M +$144K +1,522 +12%
IWA
315
IBEX Wealth Advisors
New Jersey
$1.3M +$21.5K +226 +2%
PAS
316
Partnervest Advisory Services
California
$1.29M -$55K -580 -4%
LWCFA
317
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M -$40.3K -425 -3%
CG
318
Caprock Group
Idaho
$1.28M +$4.83K +51 +0.4%
Chevy Chase Trust
319
Chevy Chase Trust
Maryland
$1.27M +$692K +7,300 +119%
MIAN
320
Mariner Independent Advisor Network
Kansas
$1.26M -$19K -200 -1%
CA
321
Clearstead Advisors
Ohio
$1.26M
BFO
322
Boston Family Office
Massachusetts
$1.25M +$376K +3,960 +43%
GS
323
Girard Securities
California
$1.25M
MSFP
324
Mark Sheptoff Financial Planning
Connecticut
$1.24M +$135K +1,426 +12%
FNT
325
First National Trust
Pennsylvania
$1.22M +$146K +1,537 +14%