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Vanguard Dividend Appreciation ETF

911 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
351
Ropes Wealth Advisors
Massachusetts
$1.57M -$40.3K -375 -3%
H
352
HoyleCohen
California
$1.56M -$21.5K -200 -1%
IF
353
IRON Financial
Illinois
$1.55M -$157K -1,459 -9%
PFC
354
Personal Financial Consultants
California
$1.55M +$1.5M +13,978 New
LSAG
355
Lake Street Advisors Group
New Hampshire
$1.54M
NEGWA
356
New England Guild Wealth Advisors
Connecticut
$1.54M -$57K -530 -4%
MSFP
357
Mark Sheptoff Financial Planning
Connecticut
$1.53M +$73.2K +681 +5%
KLI
358
Kelman-Lazarov Inc
Tennessee
$1.53M -$133K -1,237 -8%
GIM
359
Goelzer Investment Management
Indiana
$1.53M +$806K +7,500 +119%
Citadel Advisors
360
Citadel Advisors
Florida
$1.53M -$1.51M -14,010 -50%
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.51M +$16.7K +155 +1%
TVWM
362
Tower View Wealth Management
Wisconsin
$1.51M -$88.8K -826 -6%
TD Asset Management
363
TD Asset Management
Ontario, Canada
$1.49M -$25.5K -237 -2%
WBG
364
Wharton Business Group
Pennsylvania
$1.48M -$44.6K -415 -3%
Renaissance Technologies
365
Renaissance Technologies
New York
$1.47M +$430K +4,000 +43%
BRF
366
B. Riley Financial
California
$1.46M -$199K -1,848 -12%
PSUF
367
People's United Financial
Connecticut
$1.46M -$54.8K -510 -4%
SG
368
StoneX Group
New York
$1.45M +$172K +1,604 +14%
MIH
369
Madison Investment Holdings
Wisconsin
$1.45M -$80.2K -746 -5%
VR
370
Viridian RIA
Washington
$1.45M +$1.41M +13,080 New
PPA
371
Parametric Portfolio Associates
Washington
$1.45M +$15.3K +142 +1%
BCA
372
Bay Colony Advisors
Massachusetts
$1.43M -$19.7K -183 -1%
LNWWM
373
Laird Norton Wetherby Wealth Management
California
$1.43M
AIA
374
AIMZ Investment Advisors
California
$1.42M -$101K -944 -7%
ONST
375
Old North State Trust
North Carolina
$1.41M +$1.37M +12,770 New