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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
MIH
351
Madison Investment Holdings
Wisconsin
$1.43M -$63K -617 -4%
LSAG
352
Lake Street Advisors Group
New Hampshire
$1.42M +$1.42M +13,913 New
BFO
353
Boston Family Office
Massachusetts
$1.41M +$61.2K +600 +5%
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M
KWM
355
Kingsview Wealth Management
Oregon
$1.38M +$439K +4,298 +47%
FNBT
356
FineMark National Bank & Trust
Florida
$1.37M +$280K +2,746 +26%
BWA
357
BDO Wealth Advisors
Florida
$1.36M -$99.3K -973 -7%
Chevy Chase Trust
358
Chevy Chase Trust
Maryland
$1.36M +$4.44K +44 +0.3%
CA
359
Clearstead Advisors
Ohio
$1.36M
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$1.35M +$15.3K +150 +1%
AIA
361
AIMZ Investment Advisors
California
$1.35M +$171K +1,677 +14%
AIP
362
Almanack Investment Partners
Pennsylvania
$1.35M +$727K +7,128 +117%
PFP
363
Pinnacle Financial Partners
Tennessee
$1.34M +$978K +9,579 +274%
1WA
364
180 Wealth Advisors
Washington
$1.33M +$1.33M +13,079 New
KeyBank National Association
365
KeyBank National Association
Ohio
$1.32M +$280K +2,741 +27%
LRPA
366
L. Roy Papp & Associates
Arizona
$1.32M +$1.32M +12,896 New
CG
367
Colony Group
Massachusetts
$1.31M +$5.1K +50 +0.4%
SG
368
StoneX Group
New York
$1.29M +$14.7K +144 +1%
TPWA
369
TRUE Private Wealth Advisors
Oregon
$1.28M +$1.28M +12,525 New
B
370
Bridgeworth
Alabama
$1.27M +$216K +2,119 +21%
LA
371
Lau Associates
Delaware
$1.26M +$612 +6 +0%
DDC
372
DF Dent & Co
Maryland
$1.25M +$34.8K +341 +3%
WAG
373
Winthrop Advisory Group
Massachusetts
$1.23M +$1.23M +11,836 New
VWA
374
V Wealth Advisors
Kansas
$1.23M +$110K +1,049 +10%
Citadel Advisors
375
Citadel Advisors
Florida
$1.21M -$3.1M -30,400 -72%