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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
SFWA
376
Summit Financial Wealth Advisors
Louisiana
$856K -$55.5K -595 -6%
JIP
377
Jaffetilchin Investment Partners
Florida
$849K +$254K +2,727 +44%
TC
378
Trust Company
Kansas
$844K -$231K -2,474 -22%
KIA
379
KCM Investment Advisors
California
$841K +$20.9K +224 +3%
FT
380
Fiduciary Trust
Massachusetts
$836K -$32.8K -352 -4%
CAM
381
Crestone Asset Management
Colorado
$825K
RBCM
382
Raub Brock Capital Management
California
$823K +$20.3K +218 +3%
EHC
383
Everett Harris & Co
California
$819K +$593K +6,355 +278%
LPIC
384
LeJeune Puetz Investment Counsel
Michigan
$806K
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$802K -$4.76K -51 -0.6%
CWM
386
Cranbrook Wealth Management
Michigan
$790K +$2.8K +30 +0.4%
IC
387
Iconiq Capital
California
$784K +$204K +2,189 +36%
CCP
388
Corient Capital Partners
California
$776K -$13.9K -149 -2%
HL
389
HeadInvest LLC
Maine
$771K
ACP
390
Arcus Capital Partners
Georgia
$768K -$10.4K -112 -1%
BA
391
Boston Advisors
Massachusetts
$767K +$29.7K +318 +4%
RI
392
Ridgewood Investments
New Jersey
$757K -$21.9K -235 -3%
ACS
393
Archford Capital Strategies
Illinois
$755K +$65.7K +704 +10%
SAA
394
Southeast Asset Advisors
Georgia
$749K
EWM
395
Empirical Wealth Management
Washington
$748K +$83.7K +897 +13%
SMG
396
Spectrum Management Group
Indiana
$739K +$93 +1 +0%
CCT
397
Capital City Trust
Florida
$736K
WCF
398
West Coast Financial
California
$736K +$725K +7,769 New
CCA
399
Checchi Capital Advisers
California
$730K +$718K +7,700 New
MA
400
MUFG Americas
New York
$724K -$75K -804 -10%