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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
RCA
351
Rowland Carmichael Advisors
Arizona
$1.45M -$92.6K -908 -6%
LIC
352
Lodestar Investment Counsel
Illinois
$1.44M +$804K +7,889 +125%
BFO
353
Boston Family Office
Massachusetts
$1.44M +$7.64K +75 +0.5%
IWA
354
IBEX Wealth Advisors
New Jersey
$1.43M
LSAG
355
Lake Street Advisors Group
New Hampshire
$1.41M
MIH
356
Madison Investment Holdings
Wisconsin
$1.4M -$6.83K -67 -0.5%
AIA
357
AIMZ Investment Advisors
California
$1.4M -$74.6K -732 -5%
WBG
358
Wharton Business Group
Pennsylvania
$1.4M -$16.8K -165 -1%
TD Asset Management
359
TD Asset Management
Ontario, Canada
$1.39M -$23.3K -229 -2%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M -$5.91K -58 -0.4%
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$1.34M
BCA
362
Bay Colony Advisors
Massachusetts
$1.33M +$1.34M +13,106 New
PPA
363
Parametric Portfolio Associates
Washington
$1.31M +$21.4K +210 +2%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$1.31M
SPIA
365
Steward Partners Investment Advisory
New York
$1.3M +$926K +9,081 +246%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.28M -$106K -1,043 -8%
TPWA
367
TRUE Private Wealth Advisors
Oregon
$1.27M -$9.28K -91 -0.7%
BCWM
368
Bartlett & Co Wealth Management
Ohio
$1.25M +$1.18M +11,587 +1,742%
BC
369
Bartlett & Co
Ohio
$1.25M +$1.18M +11,587 +1,742%
WAG
370
Winthrop Advisory Group
Massachusetts
$1.2M
FNT
371
First National Trust
Pennsylvania
$1.19M +$19.4K +190 +2%
EWA
372
Exencial Wealth Advisors
Oklahoma
$1.17M
SA
373
SRH Advisors
Kansas
$1.17M +$20.4K +200 +2%
SG
374
StoneX Group
New York
$1.17M +$1.32K +13 +0.1%
RIA
375
RPG Investment Advisory
California
$1.16M +$1.17M +11,431 New