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Vanguard Dividend Appreciation ETF

910 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
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
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
Shares
Change %
H
351
HoyleCohen
California
$1.56M -$22.1K -200 -1%
IF
352
IRON Financial
Illinois
$1.56M -$162K -1,459 -9%
PFC
353
Personal Financial Consultants
California
$1.55M +$1.55M +13,978 New
LSAG
354
Lake Street Advisors Group
New Hampshire
$1.54M
NEGWA
355
New England Guild Wealth Advisors
Connecticut
$1.54M -$58.7K -530 -4%
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
$1.53M +$75.4K +681 +5%
KLI
357
Kelman-Lazarov Inc
Tennessee
$1.53M -$137K -1,237 -8%
GIM
358
Goelzer Investment Management
Indiana
$1.53M +$830K +7,500 +119%
Citadel Advisors
359
Citadel Advisors
Florida
$1.53M -$1.55M -14,010 -50%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.51M +$17.2K +155 +1%
TVWM
361
Tower View Wealth Management
Wisconsin
$1.51M -$91.4K -826 -6%
TD Asset Management
362
TD Asset Management
Ontario, Canada
$1.49M -$26.2K -237 -2%
WBG
363
Wharton Business Group
Pennsylvania
$1.48M -$45.9K -415 -3%
Renaissance Technologies
364
Renaissance Technologies
New York
$1.47M +$443K +4,000 +43%
BRF
365
B. Riley Financial
California
$1.46M -$205K -1,848 -12%
PSUF
366
People's United Financial
Connecticut
$1.46M -$56.5K -510 -4%
SG
367
StoneX Group
New York
$1.45M +$178K +1,604 +14%
MIH
368
Madison Investment Holdings
Wisconsin
$1.45M -$82.6K -746 -5%
VR
369
Viridian RIA
Washington
$1.45M +$1.45M +13,080 New
PPA
370
Parametric Portfolio Associates
Washington
$1.45M +$15.7K +142 +1%
BCA
371
Bay Colony Advisors
Massachusetts
$1.43M -$20.3K -183 -1%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$1.43M
AIA
373
AIMZ Investment Advisors
California
$1.42M -$104K -944 -7%
ONST
374
Old North State Trust
North Carolina
$1.41M +$1.41M +12,770 New
CA
375
Clearstead Advisors
Ohio
$1.4M +$155K +1,400 +12%