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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
AEPG
301
American Economic Planning Group
New Jersey
$2.1M +$70.4K +655 +4%
Bessemer Group
302
Bessemer Group
New Jersey
$2.09M -$149K -1,382 -7%
OC
303
Oppenheimer & Co
New York
$2.03M +$107 +1 +0%
CAG
304
Crestwood Advisors Group
Massachusetts
$2.03M -$101K -942 -5%
BP
305
BBR Partners
New York
$2.02M +$1.96M +18,243 New
HIC
306
Holderness Investments Company
North Carolina
$2.02M +$38.2K +355 +2%
PA
307
Pinnacle Associates
New York
$2.02M -$36.2K -337 -2%
HWA
308
Heritage Wealth Advisors
Virginia
$2M -$9.03K -84 -0.5%
IA
309
IFG Advisory
Georgia
$2M +$231K +2,151 +14%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$1.97M +$181K +1,686 +10%
CIBC World Market
311
CIBC World Market
Ontario, Canada
$1.97M +$39.5K +367 +2%
FWP
312
FAS Wealth Partners
Kansas
$1.96M +$2.47K +23 +0.1%
BWM
313
BerganKDV Wealth Management
Minnesota
$1.95M +$12K +112 +0.6%
MAA
314
Mraz Amerine & Associates
California
$1.95M -$68.7K -639 -4%
BFO
315
Boston Family Office
Massachusetts
$1.93M +$347K +3,230 +23%
AWM
316
Aevitas Wealth Management
Massachusetts
$1.91M -$50.7K -472 -3%
DSC
317
Duncker Streett & Co
Missouri
$1.87M +$50.4K +469 +3%
DAS
318
Dynamic Advisor Solutions
Arizona
$1.87M +$38.2K +355 +2%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$1.86M +$31.9K +297 +2%
SWM
320
Segment Wealth Management
Texas
$1.84M -$48.3K -449 -3%
YWP
321
YorkBridge Wealth Partners
New York
$1.83M -$10.8K -100 -0.6%
HNB
322
Huntington National Bank
Ohio
$1.83M
M
323
MOTCO
Texas
$1.8M +$6.34K +59 +0.4%
GLA
324
Good Life Advisors
Pennsylvania
$1.78M -$2.36M -21,918 -58%
MC
325
Moors & Cabot
Massachusetts
$1.78M +$23.2K +216 +1%