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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.61B invested in Vanguard Dividend Appreciation ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 330 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
0%
% of All Funds
19.3%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
2.18%
New
50
Increased
297
Reduced
330
Closed
42
Calls
$15.3M
Puts
$5.95M
Net Calls
+$9.35M
Net Calls Change
+$6.74M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
326
Rowland Carmichael Advisors
Arizona
$1.53M -$55.6K -550 -4%
BAM
327
Berkshire Asset Management
Pennsylvania
$1.52M
SPL
328
Smart Portfolios LLC
Washington
$1.52M -$1.05M -10,383 -41%
AFP
329
Ausdal Financial Partners
Iowa
$1.52M -$204K -2,018 -12%
PCP
330
Proficio Capital Partners
Massachusetts
$1.51M -$1.41M -13,940 -48%
CB
331
Community Bank
New York
$1.5M
LA
332
Lau Associates
Delaware
$1.5M +$250K +2,475 +20%
BAC
333
Boys Arnold & Co
North Carolina
$1.49M +$9.74K +96 +0.7%
AIA
334
AIMZ Investment Advisors
California
$1.47M +$128K +1,270 +10%
H
335
HoyleCohen
California
$1.46M -$15.6K -154 -1%
TVWM
336
Tower View Wealth Management
Wisconsin
$1.46M -$470K -4,648 -24%
NEGWA
337
New England Guild Wealth Advisors
Connecticut
$1.46M -$15.1K -149 -1%
JIC
338
JRM Investment Counsel
Nebraska
$1.45M +$4.75K +47 +0.3%
EA
339
Edge Advisors
Georgia
$1.45M +$333K +3,293 +30%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$487K +4,819 +51%
BI
341
Ballast Inc
Kentucky
$1.43M -$51K -505 -3%
IWA
342
IBEX Wealth Advisors
New Jersey
$1.43M +$1.43M +14,454 New
BFO
343
Boston Family Office
Massachusetts
$1.42M +$27.8K +275 +2%
PSUF
344
People's United Financial
Connecticut
$1.41M -$81.8K -810 -5%
WBG
345
Wharton Business Group
Pennsylvania
$1.41M -$169K -1,675 -11%
TD Asset Management
346
TD Asset Management
Ontario, Canada
$1.41M -$174K -1,723 -11%
LSAG
347
Lake Street Advisors Group
New Hampshire
$1.41M
MIH
348
Madison Investment Holdings
Wisconsin
$1.4M -$13.8K -137 -1%
PFP
349
Pinnacle Financial Partners
Tennessee
$1.38M +$56.7K +561 +4%
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M +$5.86K +58 +0.4%