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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
KeyBank National Association
326
KeyBank National Association
Ohio
$1.61M +$66.3K +650 +4%
MAS
327
Madden Advisory Services
Florida
$1.61M -$57.9K -568 -3%
HH
328
Hilltop Holdings
Texas
$1.61M +$1.62M +15,852 New
VC
329
Vicus Capital
Pennsylvania
$1.6M -$111K -1,086 -6%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$1.6M +$24.5K +240 +2%
CHA
331
Carmichael Hill & Associates
Maryland
$1.58M +$408 +4 +0%
JIC
332
Johnson Investment Counsel
Ohio
$1.58M -$15.1K -148 -0.9%
IF
333
IRON Financial
Illinois
$1.57M -$135K -1,325 -8%
VDI
334
Vaughan David Investments
Illinois
$1.57M +$773K +7,580 +96%
MLFP
335
MPS Loria Financial Planners
Illinois
$1.57M -$33.7K -331 -2%
VIM
336
Vista Investment Management
Pennsylvania
$1.57M -$13.6K -133 -0.9%
VHAM
337
Van Hulzen Asset Management
California
$1.55M -$52.7K -517 -3%
RCM
338
RB Capital Management
Nevada
$1.55M -$163K -1,602 -10%
Cetera Investment Advisers
339
Cetera Investment Advisers
Illinois
$1.53M +$183K +1,798 +14%
KLI
340
Kelman-Lazarov Inc
Tennessee
$1.53M -$24.6K -241 -2%
BRF
341
B. Riley Financial
California
$1.53M -$57.1K -560 -4%
BAM
342
Berkshire Asset Management
Pennsylvania
$1.53M
CB
343
Community Bank
New York
$1.51M
BAC
344
Boys Arnold & Co
North Carolina
$1.49M
RWA
345
Ropes Wealth Advisors
Massachusetts
$1.48M -$145K -1,420 -9%
BI
346
Ballast Inc
Kentucky
$1.48M +$30.5K +299 +2%
TVWM
347
Tower View Wealth Management
Wisconsin
$1.47M +$4.08K +40 +0.3%
NEGWA
348
New England Guild Wealth Advisors
Connecticut
$1.47M +$612 +6 +0%
JIC
349
JRM Investment Counsel
Nebraska
$1.46M
H
350
HoyleCohen
California
$1.46M -$13.7K -134 -0.9%