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Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$1.82M -$1.15M -11,276 -39%
HIC
302
Holderness Investments Company
North Carolina
$1.82M -$93.9K -921 -5%
GFPC
303
Global Financial Private Capital
Florida
$1.81M +$87.1K +854 +5%
AWM
304
Aevitas Wealth Management
Massachusetts
$1.8M -$32.1K -315 -2%
FWP
305
FAS Wealth Partners
Kansas
$1.79M +$1.73K +17 +0.1%
BWM
306
BerganKDV Wealth Management
Minnesota
$1.78M +$49.4K +485 +3%
OIA
307
OneDigital Investment Advisors
Kansas
$1.78M -$152K -1,490 -8%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$1.77M +$146K +1,431 +9%
SWM
309
Segment Wealth Management
Texas
$1.73M -$1.94K -19 -0.1%
IFWM
310
Institute for Wealth Management
Colorado
$1.73M +$404K +3,962 +30%
KWM
311
Kingsview Wealth Management
Oregon
$1.72M +$146K +1,429 +9%
EWA
312
EP Wealth Advisors
California
$1.71M +$26.7K +262 +2%
HNB
313
Huntington National Bank
Ohio
$1.7M
YWP
314
YorkBridge Wealth Partners
New York
$1.69M -$10.2K -100 -0.6%
CA
315
Cornerstone Advisory
Maryland
$1.68M
HCMT
316
Highland Capital Management (Tennessee)
Tennessee
$1.68M +$43.6K +428 +3%
DAS
317
Dynamic Advisor Solutions
Arizona
$1.68M +$93.3K +915 +6%
CF
318
Centaurus Financial
California
$1.67M +$839K +8,234 +100%
DSC
319
Duncker Streett & Co
Missouri
$1.67M +$66.8K +655 +4%
HFA
320
Huber Financial Advisors
Illinois
$1.65M -$223K -2,187 -12%
M
321
MOTCO
Texas
$1.65M
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$185K +1,811 +13%
IA
323
IFG Advisory
Georgia
$1.62M +$48.9K +480 +3%
CCFCSB
324
Cape Cod Five Cents Savings Bank
Massachusetts
$1.61M -$158K -1,548 -9%
MC
325
Moors & Cabot
Massachusetts
$1.61M -$2.62M -25,742 -62%