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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
FNT
326
First National Trust
Pennsylvania
$1.22M +$143K +1,537 +14%
CG
327
Colony Group
Massachusetts
$1.21M
SG
328
StoneX Group
New York
$1.18M -$467K -5,002 -29%
LA
329
Lau Associates
Delaware
$1.17M +$19.1K +205 +2%
NFC
330
Northeast Financial Consultants
Connecticut
$1.17M +$231K +2,472 +25%
DDC
331
DF Dent & Co
Maryland
$1.13M -$2.05K -22 -0.2%
GWM
332
Geneos Wealth Management
Colorado
$1.11M +$34.3K +368 +3%
AIA
333
AIMZ Investment Advisors
California
$1.1M +$93.4K +1,001 +9%
RGC
334
Roberts, Glore & Co
Illinois
$1.09M -$4.67K -50 -0.4%
CPA
335
Capital Planning Advisors
California
$1.08M -$152K -1,624 -12%
AWA
336
Arete Wealth Advisors
Illinois
$1.08M +$78K +836 +8%
BA
337
Bristlecone Advisors
Washington
$1.08M +$3.54K +38 +0.3%
NL
338
NWAM LLC
Washington
$1.07M +$86.3K +925 +9%
JCM
339
Jag Capital Management
Missouri
$1.06M +$11.7K +125 +1%
NA
340
Nottingham Advisors
New York
$1.06M -$14K -150 -1%
MAS
341
Madden Advisory Services
Florida
$1.05M +$36K +386 +4%
EA
342
Edge Advisors
Georgia
$1.05M +$90.8K +973 +10%
SWM
343
Stockman Wealth Management
Montana
$1.05M +$28K +300 +3%
T
344
Thomaspartners
Massachusetts
$1.05M -$76.3K -818 -7%
BIAS
345
Beacon Investment Advisory Services
New Jersey
$1.02M +$502K +5,376 +100%
SGCA
346
Steel Grove Capital Advisors
Tennessee
$1.02M +$4.57K +49 +0.5%
CCT
347
Country Club Trust
Missouri
$1.02M +$770K +8,258 +333%
BAS
348
Brown Advisory Securities
Maryland
$1.01M +$10.6K +114 +1%
WJA
349
Williams Jones & Associates
New York
$1.01M -$118K -1,260 -11%
AWM
350
Avior Wealth Management
Nebraska
$1.01M +$137K +1,472 +16%