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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
SA
351
SRH Advisors
Kansas
$1.01M
FNBT
352
FineMark National Bank & Trust
Florida
$1.01M +$993K +10,647 New
VWA
353
V Wealth Advisors
Kansas
$1.01M +$17.1K +183 +2%
B
354
Bridgeworth
Alabama
$978K -$1.52M -16,259 -61%
Cetera Investment Advisers
355
Cetera Investment Advisers
Illinois
$967K +$24.2K +259 +3%
KeyBank National Association
356
KeyBank National Association
Ohio
$966K +$16.8K +180 +2%
DWT
357
Dorsey & Whitney Trust
South Dakota
$951K -$101K -1,080 -10%
BB
358
Busey Bank
Illinois
$950K +$41.8K +448 +5%
GWCM
359
Godshalk Welsh Capital Management
Pennsylvania
$943K -$6.53K -70 -0.7%
BAAM
360
Baker Avenue Asset Management
California
$933K -$40.7K -436 -4%
PMFA
361
Plante Moran Financial Advisors
Michigan
$931K -$4.67K -50 -0.5%
NWP
362
Northstar Wealth Partners
Connecticut
$925K -$18.3K -196 -2%
GLRA
363
Gerald L. Ray & Associates
Texas
$918K
KP
364
Keel Point
Alabama
$916K -$59.8K -641 -6%
GC
365
Grimes & Company
Massachusetts
$916K +$1.21K +13 +0.1%
FPFS
366
First Personal Financial Services
North Carolina
$909K -$98.2K -1,052 -10%
V
367
Veritable
Delaware
$892K
FLPIM
368
F.L. Putnam Investment Management
Massachusetts
$887K +$873K +9,357 New
AF
369
Affiance Financial
Minnesota
$881K -$73.1K -783 -8%
KWM
370
Kingsview Wealth Management
Oregon
$871K +$438K +4,696 +105%
TG
371
Threshold Group
Washington
$866K -$125K -1,343 -13%
KA
372
Klingman & Associates
New York
$864K -$8.3K -89 -1%
SFS
373
Sowell Financial Services
Arkansas
$864K +$280 +3 +0%
BL
374
BFSG LLC
California
$861K -$594K -6,367 -41%
GJIC
375
Gamble Jones Investment Counsel
California
$859K +$334K +3,580 +65%